An integrated focus on investment and wealth management

Some of our services include meeting performance targets and income reviews; providing consolidated performance reports and handling all contact with investment houses. All services performed for our clients are conducted at the highest standard, ensuring a world class service.

‘’It’s good to know that these complex matters are being closely controlled and checked , and the correct amounts transferred . Thank you to you and the team.’’

“Please convey my sincere appreciation to Anabel for her hard work and relentless customer focus and dedication.”

"…your efficiency continues to exceed my already high expectations."

Crystalise your
Financial Plan

               

We assist our clients to identify and prioritise their financial goals.

Local and Offshore
Investments

               

These solutions may be on or offshore depending upon the most appropriate solution for you.

Private Share
Portfolios

               

This enables you to invest in a share portfolio designed to your personal mandate.

Pre-Tax
Investments

               

Investing in retirement annuities, pension and provident funds and living annuities for retirement.

Post-Tax
Investments

               

Investing capital which has already been taxed in a range of investment funds, both local and global.

Estate
Planning

               

Assisting with the finer details of generational wealth transfer.

Cash Flow
Projections

               

We stress test our recommended portfolios projecting investment returns, exchange rate differentials and income draws.

Retirement
Planning

               

With increased longevity, we assist our clients in maintaining their lifestyle in retirement.

Tax Efficient
Investing

               

With tax rates rising, we maximise on the opportunities available to investors globally.

Blueprint for
Life

               

Aimed at equipping young professionals to meet their financial goals.

Offshore Private Equity & Private Credit Investments

               

Through the Carlyle Group’s upper quartile offering, we have access to a range of private equity and credit investments.

Offshore Hedge Fund
Investments

               

We have a long term relationship with one of the world’s finest hedge fund managers – Aurum.  Their portfolios are uncorrelated, largely, to equities thus preserving capital.

Not sure which options to go with? Let one of our advisors help you.

Get in touch with usFill out a questionnaire