Our Services

This is a comprehensive service that addresses overall financial position of the client including current finances, your financial goals and strategies set to achieve those goals. It incorporates details about your savings, debt, investments and any other elements of your financial life.

This service addresses the needs of affluent investors. We provide clients with tailor made investment solutions that include suitable investment vehicles, tax management strategies and estate planning services all designed to preserve and grow their assets.

We assist our clients in developing savings and investment strategies that are designed to generate income that will sustain the client during their retirement. It includes an accumulation phase while in employment and the retirement phase as one begins withdrawals

In the long run, we endeavour to offer trusteeship services where we help set up and manage client trust funds.

We understand the importance of leaving a legacy and through our investment and legal experts, we develop plans that facilitate smooth transfer (gifting or bequeathing) of a client’s assets to his/her family, friends or charity in anticipation of their demise. We help the client transfer the maximum amount of wealth possible to the intended beneficiaries.

We assist our clients in selecting appropriate risk management tools against mortality risk, longevity risk and unemployment risk to mention a few. It includes assessment and selection of appropriate insurance programs and pension supplementary schemes for our clients.