Local Investment Advice

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  • Evaluation of your existing investments
  • Risk appropriate asset allocation
  • Tailored portfolio construction
  • Money markets and preference shares

Specialist Offshore Investment Advice

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  • Evaluation of your existing investments
  • Risk appropriate asset allocation
  • Tailored portfolio construction
  • Offshore unit funds, direct foreign shares and bonds
  • Overseas property investments
  • Guaranteed & structured products
  • Offshore bank accounts
  • Tax efficient investments

Retirement Planning

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  • Evaluation of existing Retirement Provision
  • Retirement needs analysis and planning
  • Retirement annuities, amalgamations and transfers
  • Preservation fund creation and management
  • Tax structuring

Foreign Exchange

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  • Facilitating forex and foreign investment allowance
  • Facilitating exchange control approvals and declarations

Estate Planning and Wills

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  • Local and foreign wills tailored to your circumstances
  • Winding up of estates and appointment of executives
  • General Estate planning
  • Minimization of estate fees and tax

Trust Services

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  • Local & Offshore Trust Setup
  • Professional Trusteeship
  • Trust investment management

Risk and Insurance

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  • Evaluation of personal Risk Cover
  • Disability and Life Insurance
  • Dread disease cover
  • Income Protection
  • Buy and sell agreements

Tax Planning

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  • Tax returns & SARS related services
  • Advanced tax rulings

Accounting and Financial Management

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  • General and Specialised Accounting
  • Business planning and Setup
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