“Good financial planning is all about balance and adaptability – growing your assets and meeting future commitments”
– Anabel Mackie
Tailored Financial Solutions
At Fintax we focus on providing tailored financial planning solutions and wealth management, putting the needs of our clients first in preserving and increasing their wealth.
Why do our clients choose us?
We establish your goals and design solutions to meet them
We harness our international network to invest across all asset classes
We manage risk by identifying managers investing across all asset classes, globally
The fund managers we invest with have long track records in preserving and creating wealth
We conduct robust fee negotiations recognising that fees eat into returns
Fees are transparent and competitive
No initial fees, no performance fees, no exit fees
Seamless service from an experienced administration team ensuring integrity of investor data
We are accessible, always
Being independent we offer impartial advice
We create long term relationships built on trust
Our services are individually tailored to a world class standard
Our services include designing solutions on a global basis to meet our clients’ goals, identifying asset managers to achieve them, conducting ongoing due diligence and negotiating keen fees.
Are you a young professional looking to manage your wealth?
Blueprint for Life is a wealth creation service designed to assist young professionals to meet their long-term financial goals, be it buying a house, starting a business or planning for retirement, tax efficiently.
No need to brave it alone.
Contact us today and we’ll help you.
Our Local & Global Network
Utilizing our experience and established networks, provides us with access to valuable information ahead of the game, enabling us to provide you with high quality advice.