Financial and retirement planning
Wealth planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
Our services
We are able to provide you with independent support and financial planning services.
Current and future budgets
We can help you estimate your financial needs based on current circumstances and future plans.
Analysis and optimisation of pension arrangements
We analyse your accrued pension assets and suggest ways of optimising your pension from tax and regulatory standpoints.
Advice on retirement planning
Depending on your personal circumstances (marital status, tax residence and occupation), we can project your financial capacity at the time of retirement by using different scenarios, including whether you plan to take a regular pension or cash it in.
Our customised solution
Independent, seasoned advice
Our long-standing experience in wealth advisory enables us to help you efficiently and work exclusively in your interests.
Your one-stop partner for nurturing your wealth before and after retirement
We work together with you to safeguard your wealth and improve your tax efficiency throughout your lifetime.
Long-term advice for your family
We analyse the financial implications for your loved ones in the event of death or disability.
Contact us
Advisory mandate
Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Multi-bank consolidation services
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Property services
Buying, selling, financing and managing property assets requires expertise and outside help. Our property specialists can help you attain all your objectives.
Financing advisory
As wealth architects, we take into account all your circumstances, come rain or shine. We design and instigate structured, tailor-made financing solutions. Flexibility is central to our planning.
Mergers and acquisitions
You manage your own business and plan to acquire a competitor, or plan to sell your business or pass it on to the next generation. We’ll select the best advisors to support you every step of the way.
