OUR SERVICES
Financial Management
Retirement Planning
Personal Risk Management
Estate Planning
Investment Planning
Expert Advice
Our team has knowledge and expertise in the following areas:
Financial Management
We help you create a budget framework. This can be an incredibly freeing process as you gain a real understanding of your cashflow position and are able to commit money to things that are important to you.
Retirement Planning
The traditional concept of retirement is evolving. Our aim is to enable you to work towards a position where you don’t have to work to earn an income. This is true financial freedom. Once in this position, you can choose what to do with your time.
Personal Risk Management
People dedicate a lot of their time, effort and money to building their investment portfolios and businesses but often neglect to protect against real risks.
Estate Planning
We assist you in developing a succession plan based on your personal wishes, in the event of your death. This plan will ensure that costs and taxes are minimized and that there is sufficient liquidity (cash) available to cater for this.
Investment Planning
Non-retirement investment planning ranges from building an emergency fund, to providing for education, holidays and other things that are important to you.