Can we be of help to you?
If you answer "no" to any of the following questions, there is a strong likelihood that we can add value to you. To assess whether you can benefit from our services, we welcome you to make an appointment for an initial Discovery Meeting with our advisor at no cost or obligation.
Have you considered the various investment and ownership structures for your investments and assets?
Do you have a risk management strategy in place to identify and mitigate the risks facing you, your family and your assets?
Are you aware of how much it takes to reach financial independence and enjoy your desired lifestyle, especially during retirement?
Do you have a formal investment strategy developed after careful consideration of your goals and risk attitudes, and a customised portfolio constructed to achieve your investment objectives?
Do you have a system in place to monitor your progress and manage the investment risks you will encounter?
Do you have a succession plan developed for your business after you are gone?
Do you have a wealth transfer plan in place after taking into account careful consideration of the needs and tax situations of your dependents?