Fintax GroupFintax Group

Your Financial Life (Wealth Management)

A good financial plan is all about balance and adaptability – increasing one’s assets; meeting future liabilities such as raising a family; preserving capital into retirement and leaving a legacy.  This balance can be identified and planned for.  Utilising our experience and established networks, Fintax is able to provide tailor-made solutions.

Preserving and Growing Your Wealth

Investments can be a minefield and something that many people approach with caution, as they are concerned about the wealth they have created and who they can trust. We understand this and conduct vigorous due diligence on all the firms we do business with and recommend to our clients. This ensures that our solutions are not only designed to meet our clients’ objectives but also provide peace of mind.

Leaving a Legacy

For many people, wealth management is not only about generating and preserving wealth, but about having something to leave to the family. With the right investment plan, we can help you create, for example, a legacy for future generations or an educational foundation.

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