“An investment in knowledge pays the best interest”

– Benjamin Franklin

Private Client Services

We specialise in implementing, advising, managing and reporting on the following:

Preservation Funds

If you are in the process of resigning or leaving your current employment and would like to explore various options available to you in terms of preserving your pension or provident savings, 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
  • DB Trackers
  • Tax free Investments
  • Education funds

Estate Planning

  • Financial needs analyses
  • Wills and Trusts
  • Tax Planning
  • Life and Income Protection cover
  • Chronic illness cover
  • Capital Disability cover
More money has been lost trying to anticipate and protect from corrections than actually in them.
Peter Lynch

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