WHO WE ARE
Wealth Management is a small, successful, vibrant practice, attracting, developing and retaining great individuals to work with. We are focused on: ethics, competence, consistency, prudence, care, independence, objectivity, excellence, discipline, and professionalism.
Our people are graduate professionals with investment, accounting and legal backgrounds and many years of relevant experience.
Our business relationships are broad, ensuring objectivity and awareness of developments and trends in the market. Our extensive network of experts in various specialist fields enables us to offer expertise including: executorship and administration of estates, bookkeeping, tax planning and compliance, accounting, auditing, legal advice and estate and testamentary planning (including the establishment of trusts – local and offshore).
