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"The individual investor should act consistently as an investor and not as a speculator." - Ben Graham
You have to be a "The individual investor should act consistently as an investor and not as a speculator." - Ben Grahamstep ahead of the competition to survive in the ever-changing business world. You may face new challenges each day. Our company can offer you a wide range of business consulting services which can help your business run more efficiently, avoid risks, reduce costs, and gain more profits. Our professionals will easily help you achieve your objectives.As investors, we can’t predict the future however, throughout your investment journey, we will help you focus your decisions on real facts and analysis rather than speculative forecasts and noise.
Risk planning is the process of identifying, prioritising and managing risk. These are most often unforeseen events such as the death, disability or severe illness of a breadwinner or business owner.
The importance of risk planning cannot be underestimated. Our financial planning process entails a detailed analysis of the need for protection against various risks. This is done in 4 key steps:
1. Identify the risk
2. Analyse the risk
3. Evaluate the rank of the risk
4. Manage the risk
The above process is analysed with consideration to various available appropriate benefits. These are then implemented responsibly as a bespoke solution both in terms of benefits as well as pricing rather than a generic solution.
Estate planning is the purpose of anticipating and arranging during a person’s life for the management and disposal of an estate. It will allow for the individual to decide who specifically benefits from their estate. Critically the estate plan will also ensure that the estate will not be destroyed by taxes imposed on the transfer and subsequent taxation of any assets on death.
Our process includes planning and preparing for a comprehensive and cost-effective transfer of your assets to loved ones during and after your life.
We provide a comprehensive range of trust and fiduciary services tailored to the circumstances of each trust account. A dedicated team of experienced investment and administrative professionals with fiduciary experience are responsible for the management and day-to-day administration.
Some of the services we provide include:
• Trust administration
• Legal agreements relating to your wealth
• Wills and estate planning
• Administration of the deceased’s estate
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