Bespoke investment structure

As part of our niche investment offering to high net worth individuals and business owners we offer bespoke investment structures both local and offshore that include investment assets, share portfolio, stocks and business assets. Our solutions are focussed on reducing risk and maximising returns and capital growth for clients. We are able to create tax efficient structures to ensure appropriate wealth creation. Our specialists will be able to assist with a tailor-made solution to suit your requirements whilst ensuring that we are excellent “stewards” of your wealth. Our solutions are geared towards investments in excess of R1 million. For investments in excess of R20 million we are able to offer an offshore tax efficient structure that improves returns and creates wealth for our clients.

Financial Planning
healthcare
fiduciary services
cash management
Short-Term Insurance
retirement-plan
retirement planning
Investment Management
Life Assurance
loan
Home Loan Financing
Stockbroking
EB-01
Employee Benefits
EP-01
Estate planning
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