Archives: Our Services
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Tax Planning
14 April, 2018
Do you have an SRS account? Are you an Australian, South African or British Citizen or planning to relocate abroad in the future? Either way, make sure you know all your options in advance. We can provide you with the most recent and up to date tax information so you can make the best decisions … Continue reading “Tax Planning”
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Estate Planning
14 April, 2018
Accumulate and manage your wealth today, and ensure that tomorrow’s generation can successfully inherit it. Let us help you plan your estate and leave your legacy to your loved ones. Our strong relationships with accountants, tax advisers and lawyers from around the world is another benefit of working with us.
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UK Pension Review Service
14 April, 2018
With changes in Uk legislation a yearly pension review could amount to great savings, however; unfortunately many people do not realise that this is an option. Let our UK Specialist review your Pension (Free of Charge) and help you identify the ideal ways to structure your Pension for retirement, with solutions that are specially tailored … Continue reading “UK Pension Review Service”
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Protecting You & Your Family
14 April, 2018
We provide the complete range of risk insurance services: death cover, total and permanent disability (TPD), income protection and trauma cover. We help you calculate the type and amount of each cover that you might need, as well as discuss other ways that you can protect yourself against financial loss. We also show you how … Continue reading “Protecting You & Your Family”
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Children Education Plan
14 April, 2018
We can calculate the true costs of your child’s education in various countries around the world. Then propose tailored individual solutions to offset some or all of the costs.
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Retirement Planning
14 April, 2018
Worried about your retirement? Need to make up the shortfall from not receiving company pension plan contributions? Let us help you identify the ideal ways to plan for retirement, with solutions that are specially tailored to your needs and wants, and suitable to your current financial circumstances.
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Savings & Investments
14 April, 2018
Whilst many understand opening a savings account or term fixed deposit, investing in equities and bonds is a daunting prospect. We help you determine how to invest current assets and future savings based on financial goals, attitude towards risk, and your current and future financial position.
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Lifestyle Financial Planning
14 April, 2018
Enjoy personalised and comprehensive wealth management solutions, asset allocation advice with pro-active portfolio analysis and rebalancing. Benefit from our extensive in-house research and impartial advice, knowing that your risk profile, currency needs and exposure, investment horizon and all of your future plans, are well taken into consideration.