Personal Wealth Management
"I help my clients understand that work might be optional for them by providing a sound intellectual base from which they can make and stick to wise financial choices."
Our approach is to first build a solid financial foundation and then to consider any additional aspects which are pertinent e.g.:
Estate planning
How do you minimise the amount of tax paid on death?
Succession planning
What continuity do you want to put in place upon death?
Retirement planning
Are your retirement objectives clear and obtainable?
Life insurance
What lump sum is required to meet and maintain the family’s current standards of living?
Cash flow management
Do you need life cover to pay for any liabilities or to ensure there is enough cash in the estate to pay for executor fees and death taxes etc?
Health care management
Is your medical aid working for you?
