OUR FOCUS IS
TO SIMPLIFY THE NOISE
AND DELIVER SUCCESFUL
LONG TERM RESULTS
Whether a particular event — sale of property or business, divorce, inheritance, has happened or is happening in your life, or whether you would simply like a financial review of your current affairs, we discuss your objectives, simplify your life and give you clarity with a plan in terms of the way forward.
A fiduciary holds the assets of another person and is required to act in the best interests of that person; he/she is not allowed to invest for personal profit. A fiduciary duty is a legal obligation to provide the highest standard of care.
A managed portfolio is a securities account managed by a dedicated portfolio manager, who deals in assets such as shares, bonds and unit trusts. Your dedicated manager will build your portfolio and identify the most appropriate asset allocation for your needs.
Investing offshore allows you to spread your investment risk across different economies and countries. It also gives you access to industries and companies that may not be available locally.
A fund is a pool of money set aside for a specific purpose. Those pools are often invested and professionally managed. Some common types of funds include pension funds, retirement annuity funds, foundations and endowments.
In financial markets, thousands of companies, individuals, institutions and even governments are all trading at the same time. The aim is always to make a profit. Financial trading is the buying and selling of financial assets. Trading in instruments such as shares, forex, or derivatives (CFDs). Futures and options can also be traded.