Your life transitions
One of the most important life plans involves planning to create sufficient capital to support one’s lifestyle.
Protecting and Enjoying Lifestyle
Investment Services
Portfolio Construction
Manager Selection
Tax Planning
It takes planning during your working life to ensure enjoyment in the years that follow. It’s all about finding a balance between living to work and working to live.
Pre-Retirement
We guide our clients through various stages of their financial life in preparation for retirement. This process involves determining objectives, formulating and adapting a plan to achieve the desired outcome and retire your way.
The plan focuses disposable earnings towards optimised savings and addressing risks. Various investment vehicles are considered taking into account tax and planning efficiencies.
Post-Retirement
On reaching this life stage, it is vital to manage the capital and income to create lifelong financial comfort.
A comprehensive plan is formulated for planning of capital adequacy, regular income and liquidity.
