Client Profile

BUSINESS EXECUTIVES

TAXES

Embedded in our advice process is a Holistic Tax Review, resulting in Bespoke Tax Planning.

HEALTH VS WEALTH

Our Wealth Integrator Tool provides clarity how you can adjust these competing priorities.

WEALTH SUCCESSION

We educate beneficiaries on their role, empowering them to make informed choices in the wealth transfer process.

LEAVING A LEGACY

We facilitate dialogue around your intentions, guiding successive generations to ensure the responsible handling of your wealth.

MEDICAL PROFESSIONALS

TAX BURDENS

Our Tax Planning provides solutions to optimise tax to its lowest legally permissible level.

EARNINGS PROTECTION

Your earning capacity is your most valuable financial asset. Let us provide you with a Comprehensive Earnings Protection Plan.

GRADUATED RETIREMENT

Ready for a change of pace? Our Wealth Integrator Tool can map out the options of your phased retirement goals.

PRACTICE SUCCESSION

Our Valuation Models ensure that you can extract the full value of your sought-after practice.

WOMEN

WORK/LIFE BALANCE

Our Financial Plan can provide you with the clarity and freedom to focus on improving your quality of life.

CAREER GAPS

Your family planning commitments may interrupt your employment. Let us partner with you to materialise your family and financial goals.

EARNINGS DISPARITY

Our approach to negate the unfortunate gender earning disparity ensures that your money works intelligently to close the gap.

LONGEVITY

Women generally outlive their male counterparts, creating a need for a more carefully constructed Retirement Solution.

YOUNG PROFESSIONALS

INVESTMENT FREEDOM

Our collaborative approach recognizes your need to be involved in the decisions regarding your investments.

EARNINGS PROTECTION

Your greatest asset now, is your ability to earn an income. Let us help you protect it.

SAVING WHILST SPENDING

Let us determine your ideal trade-off scenario, on how you can save for the future whilst also enjoying financial spontaneity.

ASSET ACCUMULATION

Our goal-oriented approach provides you with a systematic savings solution to achieve your long and short term goals.

RETIREES

OUTLIVING YOUR SAVINGS

Our Retirement Planning Tools illustrate the longevity of your capital and propose options to ensure greater capital protection.

HEALTH CONCERNS

Our Risk Cover solutions ensure that you and your family are adequately protected – without impacting your Retirement Capital.

LUMP-SUM VS ANNUITY

We determine the optimal combination of Lump-sum and Annuity, whilst also exploring the option of investing in other assets.

SCAM INVESTMENTS

All of our transparent investment solutions are underpinned by offerings from only legitimate, well-known industry leaders.