Wealth Advisory

We provide a comprehensive financial planning service to individuals, partnerships, corporates, trusts and charities. We help people manage their financial affairs, to achieve their lifetime goals through well researched advice and effective implementation. We provide guidance in expanding wealth and creating passive income by means of different investment strategies, specifically including share investing through Moso (Pty) Ltd.

Increasing complexity of financial products and a need to consider taxation, exchange control and estate planning issues, make it essential to consult an independent specialist financial adviser. As part of our services we are able to provide the necessary expertise whether you're considering offshore investment, share investments, relocating abroad or require international retirement and investment planning advice.

 

Our service:

  • Formation and/or revision of pension, provident and group benefits
  • Financial plans and investment solutions (local and offshore) for individuals including lifestyle¬†objectives, tax planning, cash flow planning and risk management
  • Retirement plans and estate planning
  • Business assurance including buy and sell arrangements, sureties that are not covered, inadequate provision for repayment of loan accounts and key person assurance
  • Business partners' and shareholders' insurance
  • Healthcare and medical aids
  • Life and disability cover
  • Treasury and cash management services