Financial Planning
Services
Tax Planning
With a birds-eye view of your financial situation and an understanding of your tax sources...
we can optimise your tax spending through the following services:
Estate Planning
The estate management process starts with an individual deciding how their assets ...
and custody of their (minor) children will be managed in the event of death/incapacity. We assist you with:
*Please note estate planning services are not regulated by the FSCA
Administration & Intermediary Services
We do broad administration and implementation. Our selection of services include:
Risk Management & Long Term Insurance
Effective risk management enables us to handle unpredictable events in life ...
Asset & Liability
Planning
The purpose of this service is to reduce financial risks caused by a mismatch of your assets and liabilities...
The aim is to help you improve the profitability of your portfolio by strategically matching assets and liabilities while taking common risk factors like interest and liquidity into account.
Financial Coaching
We provide general financial consulting and discussion on topics such as:
Retirement Planning
We help you set and achieve your retirement goal by ...
structuring a plan of saving, investing, and distributing money to sustain yourself in retirement.
Research & Development
We do continuous research into the market and financial products available to you...
This means we can always provide detailed and independent asset allocation and investment strategies.
From a compliance perspective, monitoring legislation and carrying out product and provider due-diligence investigations is vital.
Service Scope
Basic Administration
& Intermediary Services
Ongoing Financial Planning & Advisory Services
These services are related to all of the underlying financial planning and advice components, generally they include:
*Please note estate planning services are not regulated by the FSCA