Holistic planning

There are numerous ways in which we help you grow your wealth that are aimed at maximising your long-term well-being. Yet we know that an individual service can never satisfy all of your requirements and mitigate the risks relevant to your wealth creation plans. This is why our entire approach is holistic, strategic, and unique to you.

Investment planning

To optimise your growth potential, you need to be strategic about your investments. We make sure you sow the right seeds in the best-suited places to help you grow a tree of wealth that will stand the test of time. Constant re-evaluation and nurturing pave the path towards financial stability in the long-term.

Retirement planning

You want to ensure that you are able to enjoy the fruit of your years of dedicated labour. We help you make consistent progress towards the lifestyle you want to maintain throughout your retirement. In this way, you can sit in the shade of the tree you’ve cultivated.

Tax structuring

One of the simplest ways to aid wealth creation is through proper tax planning because it doesn’t demand an increase in the income you are already receiving. Tax structuring ensures that you optimise your tax so that a larger percentage of your wealth is retained by you. We help you reach that optimal point with a calculated strategy.

Offshore investing

Having a balanced investment plan means taking advantage of a wide range of different investment instruments. Building wealth offshore is just one way of mitigating your risk, as local-only investments effectively place all your risk in one jurisdiction.

Long-term risk insurance

Depending on your long-term health and other circumstances related to your long-term future, your risk will be unique too. We help you prepare for and manage these risks to ensure that they have as little impact as possible on your wealth growth.

Estate/Succession planning

One of the most important parts of a sustainable wealth strategy is ensuring that your wealth can be passed on to future generations, whether it relates to your business and the need of a succession strategy, or to how you pass on your wealth after you reached the end of your life.

A society grows great when old men plant trees in whose shade they know they shall never sit.
 – Greek Proverb
Someone is sitting in the shade today because someone planted a tree a long time ago.
- Warren Buffett
In a forest of a hundred thousand trees, no two leaves are alike. And no two journeys along the same path are alike.
- Paulo Coelho
We can learn a lot from trees: they’re always grounded but never stop reaching heavenward.
- Everett Mamor
The trees that are slow to grow bear the best fruit.
– Moliere