Are you hedged against the depreciation of local currency, while inflation erodes purchasing power? Do you know the offshore investable allowance?
Have you neglected to plan for death or a potential hindrance to your earning power, or for post-retirement planning. Is your Last Will and Testament updated? If you contract a dread disease, what payment will you receive when diagnosed?
How much do you need to retire at 60, 75% of your current standard of living, until age 85?
Often, clients do not even know the shortfalls of the values at risk in a quantitative sense N$, to adequately insure themselves for death, disability, dread disease and how to transfer the risk out to a third party or indeed simply manage their income and expenditure throughout their lives, or to adequately prepare for their life’s goals through investment planning so the kids can go to university.
We offer a complete financial planning service for clients who want a trusted, qualified advisor to guide them through the obstacles they might encounter in their own lifetime, and also plan effectively to the benefit of their families, for years to come.
We guarantee to offer the most cost-effective solutions on the market and are objective and 100 % independent.
Our Private Services include the following:
Pensions - Saving for retirement requires patience, skill and a mindful foresight. We are here to assist you in whatever your objectives. Be they onshore, offshore.
Investment Management -Tailored investments to return the best return in respect of your risk appetite time horizon and strategy with reduced charges, increased gains and total transparency and disclosure. OFFSHORE UNIT TRUSTS AND WEALTH MANAGEMENT ARE OUR SPECIALITIES.
Protection - There are a multitude of insurances available – let us help you navigate the different policy types and clauses to find the perfect solution for your needs, as they are not all created equal. FROM DEATH TO DISABILITY AND OR THE CONTRACTION OF A DREAD DISEASE LIKE CANCER, YOU BETTER KNOW WHAT YOU HAVE.
Succession and Estate Planning - We assist and facilitate clients with regards to setting up inter vivos trusts where the financial planning for your descendants can be done upfront, while ensuring liquidity and non-asset freezing, as well as protecting your loved ones from their future relationships, which may become malign.