“Good financial planning is all about balance and adaptability – growing your assets and meeting future liabilities”

– 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.