What can we do for you?

• Tailor a low cost diversified investment portfolio around your specific needs. Incorporating a diversified set of assets classes (equity, bonds, property, hedge funds, commodities etc).
• Provide currency solutions for offshore investments, through the use of personal allowances and the facilitation of money transfers.
• Structuring offshore portfolios, researching the various products and implementing a unique offshore portfolio to meet your risk needs.
• Help ‘International Individuals’ structure their finances to make full use of allowances in the various tax regions.
• Asset structuring for those relocating overseas, particularly if intending to leave savings/investments in South Africa.
• Source mortgages for South Africans in the UK and abroad. We have expertise in sourcing properties and mortgages for foreigners with unusual cases.
• Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
• Planning for your retirement with a sound investment plan to meet your lifestyle goals and future needs.
• Structure your estate for legacy planning, creating/updating your Will, decreasing estate duty and executor fees, where possible.
• Create a full financial plan covering your short, medium and long term requirements.