Wealth and Estate Planning
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We check every aspect of your financial life from your medical cover through life and disability, to your local and international savings for the medium term and retirement.

We design a plan to ensure your independence at retirement. We maximise the growth of your assets throughout your life.

Coupled with this we do local and international structures for our clients, incorporating

8 trusts
8 companies
8 offshore trusts
8 offshore banking accounts
8 estate planning locally and offshore.
8 offshore companies

We design for you your optimum structure to minimise estate duty (locally and offshore). (You'll be amazed at what you can do!)

Our aim is to maximise your returns in varied areas from ultra-conservative investments to risky investments. We take into account your preferences, age and risk profile.