Building Wealth

Wealth Management Services

Through developing a personalized wealth management strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

Education Planning

One of the most important gifts that you can give a child is a good education. For parents, grandparents and carers, careful early planning and saving would minimize the high cost of tertiary education.

Protecting Wealth

Risk Management

Planning for unforeseen setbacks, both short and long term, requires identifying potential risks before they occur and providing solutions to protect your assets and income. We help you manage the risks that you can face in everyday life, ensuring your financial security and peace of mind.

Succession Planning for Business Owners

After spending years of hard work building your business, you would like to see the fruits of your labour preserved and your legacy intact. We will help you create a plan for someone to either own or run your business after you retire, become disabled, or pass on. Your business will continue according to your vision and your heirs won't be saddled with a huge tax bill.

Charitable Giving

Philanthropic planning is a roadmap for individuals to give to the charities and causes they believe in and care about, whether during lifetime or via your estate. We provide support and guidance to our clients to plan gifting solutions that are tailored to your specific charitable goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.