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Smart Investing – 8 Secrets
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Services
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Estate Planning
Estate Planning
Facilitating Up to date local wills
Helping with foreign wills
Asset Mapping
Liquidity analysis
Beneficiary nominations
Helping with executors and winding up estates
Working with heirs
Using local and offshore trusts where appropriate
Working with trustees
Office Number:
+27 (0)21 2000053
Mail
[email protected]
WhatsApp
for those that don’t like to email or call
+27 82 653 0996
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Defining Your Financial Blueprint
Understanding you, your goals, your fears and mapping out your strategy.
Cashflow Planning and Balance Sheet Management
Assessing your income, expenditure, assets and liabilities to optimize and build your net worth
Protecting Family, Income and Assets
Providing peace of mind for the unforeseen with correct levels of protection in place
Retirement and Financial Independence (Pre-and Post)
Create the framework for retirement and financial security, using models and all the tools available
Portfolio Management and Investment Planning
Optimize your portfolio and investment plan locally and offshore
Tax Planning and Optimization
Utilize tax efficient strategies and tools to minimize tax burden and create efficiency
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