Services
Investment
With the necessary knowledge, experience and intellectual insight, they identify and extract positive investment opportunities in even the most challenging markets.
Pensions
The global pension and superannuation industry has long been reeling from damaging demographic changes and badly mauled by previous negative asset price movements. In pension and retirement planning for the last 25 years, they are already extensively counseling many new clients with their specialist advice and 2nd opinions, and wealth preservation is the current big story.
Tax & Estate Planning
Estate planning and asset protection applies to professional couples with young children just as much as it does to retirees with extended families. It is a family affair, and will cover several future generations, requiring specialist professional advice on wills, trusts, foundations, offshore companies and family office structures.
