“An investment in knowledge pays the best interest”

– Benjamin Franklin

Private Client Services

We specialize in advising, managing and reporting on the following:

Preservation and Living Annuity Funds

 We offer a complete turnaround solution which encompasses:

  • Related tax queries
  • Manage  administration from transfer to completion.
  • Cost – Benefit analyses on all strategically suitable fund options.
  • No commission charges
  • Preferential rates
  • Transparent real time reporting
  • Risk profiling
  • All leading local and offshore asset managers.
  • Index funds

Investment Planning

  • Living Annuities
  • Offshore Investments
  • Retirement Annuities
  • Unit Trusts
  • Index Funds
  • Exchange Traded Funds
  • Tax free Investments

 

Estate Planning

  • Financial needs analyses
  • Wills and Trusts
  • Tax Planning
  • Life and Income Protection cover
  • Chronic illness cover
  • Capital Disability cover

Investing should be like watching paint dry or watching grass grow. If you want excitement…go to Las Vegas.
Paul Samuelson

Corporate and Business Client Services

Corporate and Business Client Services

  • Key Man Insurance
  • Contingent Liability Cover
  • Buy and Sell contracts
  • Pension and Provident Funds
  • Corporate Investment
  • Pension and Provident Fund Analysis
  • Preservation Funds