Wealth Management

Managing Finances Can Become Overwhelming

Before long, keeping your assets in check can snowball into a full-time endeavour - often requiring various consultations with a whole host of financial “experts” - each offering confusing, conflicting and contradictory advice.

Wealth Management

What We Offer

Our team offers a streamlined, holistic approach to wealth management. We consider every single facet of your financial picture.

We tailor our service to your unique situation - prioritising the sanctity and security of your financial future.

Strategic Investments

Designed to optimise your portfolio for growth

Advanced Tax Planning

Conducted to reduce your tax burdens wherever possible

Inheritance Planning

That ensures your legacy will remain secure for years to come

Trusts and Asset Protection

To keep your hard-earned wealth safe

Wealth Creation

Maximised Money, Minimal Risk.

We offer investments where we charge no fees and only take part in the profit. The first 30% yearly cash on cash return goes to the investors. We charge 50% of any profit over and above 30%. The profit calculation is based on net profit.

In fact, we have built our entire corporate ethos around the fact that our clients along with our reputation and employees are our most important assets.

Our process

Our meticulous, client-focused process can be broken down as follows:

As a result of our unfaltering determination to maximise your returns whilst managing risks, our structured approach means you can think of our team as an extension of your own.

As part of our due diligence process, in-depth research and analysis opportunities and deliver up comprehensive financial insights where our clients’ are in control of their investment.

We offer our clients independent confirmation from experienced property professionals as part of our due diligence pack.

We partner strategically with banks to enhance leverage and maximise returns, providing an extra layer of security through detailed surveys and project oversight during fund drawdowns.

Through secured property investments, we minimise risk with regard to refurbishments and property developments by engaging architects and project managers with professional indemnity. In addition our building contracts contain a fixed fee, time penalty clause to ensure timely and efficient project completion.

Wealth - Create it, Keep it, Pass it on