Our Wealth Advisory team will get a thorough understanding of your financial affairs, family situation and estate structures. We will integrate all your financial affairs into a comprehensive wealth management plan, with your investment portfolio always viewed in consultation with your estate planning, tax and lending structures.
We are experts in navigating the complexities of today's financial world. Our approach to wealth management centres on a firm understanding of your objectives and needs to ensure that your wealth works for you and your family.
We help you create a direct equity portfolio that is personalised to your investment profile. Based on your wealth strategy and how much of an active role you would like to play, we are able to structure your portfolio accordingly.
Our team of Fiduciary specialists use their legal and tax planning skills to design and implement an estate plan that will not only ensure that you and your loved ones derive maximum benefit from your assets during your lifetime, but which will also provide for the effective transfer of wealth to the next generation.
Our stockbroking options allow you to choose an investment approach, and level of engagement that you are most comfortable with.
Earn an income of R1.5m or more per year to qualify.