WEALTH MANAGEMENT

Our core competence is in the field of local and international investments. We offer financial and retirement planning, insurance and risk cover, estate and testamentary planning, income tax planning and tax compliance services. We provide an asset management service in local and international securities... Our services include: goal setting; needs analysis; long-term insurance review; savings assessment; estate, testamentary and tax planning; asset allocation; fund manager and investment vehicle selection; assessment of required and desired risk; financial and lifestyle coaching; administration and the implementation of recommendations... Investment Management is a combination of technology and art. We are good technicians and fine artists! The end result is not a black box solution, but a recommendation from the head and heart. We are passionate about our business and our clients!