SERVICES

HOLISTIC FINANCIAL PLANNING

Our holistic approach to your financial planning starts with a deep understanding of your vision and values. We do financial planning with one goal in mind – to bridge the gap between your future vision and your current financial reality. Because each person and situation is unique, we use our diverse knowledge to create a customised and personalised strategic financial plan for you.

Services include:

INVESTMENT MANAGEMENT

After the initial financial planning process, we remain involved in the ongoing management of our clients’ assets. Our deep understanding of financial markets is a hallmark of our investment service offering. It helps to us select the best product providers for our clients. We offer a wide range of investment products ideally suited to the wealthy client. We are independent of any service or product provider and therefore our investment decisions are not influenced by commissions. We contract with the best investment managers to manage our clients money, so we can spend our time with our clients, where we can add most value.

Services inlcude: