Wealth Management is in the business of creation and protection of wealth.
The company is an independent, objective, fee-based financial planning practice, embracing technology and investment theory as used by leading global financial practices. There is no outside shareholder pressure for profitability. This lack of corporate ownership frees us to use investments most appropriate to our clients’ needs.
Our core competence is in the field of local and international investments. We offer financial and retirement planning, insurance and risk cover, estate and testamentary planning, income tax planning and tax compliance services. We provide an asset management service in local and international securities.
Our services include: goal setting; needs analysis; long-term insurance review; savings assessment; estate, testamentary and tax planning; asset allocation; fund manager and investment vehicle selection; assessment of required and desired risk; financial and lifestyle coaching; administration and the implementation of recommendations.
Our clients are mostly high net worth individuals, who desire personal relationships and service with a solution tailored to their needs.
We work together with our clients towards:
- achieving financial independence
- attaining simplicity in financial affairs
- reaching mutually respectful, long-term, trusting relationships
- understanding and subscribing to our investment ideals and philosophy
Investment Management is a combination of technology and art. We are good technicians and fine artists! The end result is not a black box solution, but a recommendation from the head and heart. We are passionate about our business and our clients!