| Savings
One of the most efficient and painless ways of building capital is to systematically save a portion of your income. Regular and disciplined contributions to an investment scheme are probably the best way to develop a substantial portfolio.
Our clients can rest assured that their investments, which are placed in safe enjoy maximum confidentiality and security.
We can open savings accounts for you, which will satisfy your overall needs. You might want to save towards a pension by means of a long-term, low level, sustainable investment. On the other hand, a shorter term, flexible investment - possibly running alongside - could allow you to save for more immediate needs such as property purchase or school fees.
The inherent flexibility will prove its worth if your personal circumstances should change in the future.
Investments
Managing wealth is the process of maintaining and protecting the assets that a person has acquired. Investment proposals will vary according to client nationality and available assets.
The types of investments that we can offer you in order of increasing risk are as follows:
Money market funds
Guaranteed funds
With profits funds
Offshore managed funds
Property funds
Discretionary portfolio management services
Alternative investment strategies
We can make asset allocation and investment recommendations to suit your personal circumstances and objectives.
We are also aware that we live in a dynamic world marked by ever-changing personal circumstances and a variable investment environment. We therefore strive to maintain regular dialogue with our clients, keeping a finger on the pulse and adjusting strategies whenever necessary.
Retirement
Retirement schemes are essential and must be set up during your working years in order to provide adequate income later in life.
Due to the fact that government schemes are often unsatisfactory, an increasing number of individuals and companies are making private, supplementary arrangements.
We can help you plan for your retirement, by assessing your current assets and building a portfolio that will provide a realistic level of income.
Family Protection
The cornerstone of your financial planning strategy will be to ensure financial security for your family in the event of unforeseen circumstances.
Illness, job loss or the death of a wage earner can plunge families into financial hardship. Taking a little time to assess your risks and calculate how much money would be needed to cover debts and provide your family with an income for the future could be the most sensible thing you do today.
Education
To be able to cope with ever-increasing school and university fees, committing to a long-term savings scheme is essential. Planning ahead and making sure that the necessary funds are available when required leads to financial freedom for yourself while securing your child's education. |
