Our discretionary share portfolio management service is geared towards investors who seek the assistance of a qualified and dedicated portfolio manager in constructing and managing their individual share portfolios. We develop tailored made portfolios to meet your unique needs, and complement your overall financial plan. We ensure your portfolio is structured and diversified, buying and selling shares as opportunities or threats arise giving you peace of mind.

Unit trusts offer an easy, convenient way to invest in assets like shares, bonds and property. Instead of having to pick individual investments yourself, a unit trust offers you exposure to a range of assets, which are selected and managed by ourselves and the Unit Trust Investment Houses. The wide variety of unit trusts available means that we are able to build up a well-diversified investment portfolio tailored to meet your specific needs, risk profile and investment requirements.

Trusts offer many benefits for wealth management, either alone or in conjunction with companies. Common reasons for the establishment of International Trusts are:

• Flexibility – offered in terms drafting the Trust Deed to meet specific intentions;
• Continuity  – enabling the Trust property to remain within the Trust for the life of the Trust;
• Security  – a Trust can be mobile and allow for changes in jurisdiction;
• Taxation – can completely avoid in some circumstances;
• Purpose Trust – preservation, accumulation and maintenance Trusts

We as financial advisors analyse a client’s current financial status and help the client set reasonable, achievable financial goals. We make investment recommendations; provide objective advice and help clients weigh the financial consequences of life decisions. We have expertise in tax planning, asset allocation, risk management, retirement planning and estate planning in order to help our clients at all stages of life and in a variety of circumstances.