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CREATING. Financial Planning
Wealth Manager assists with the planning and implementation of pre determined financial goals for their clients, their family and /or their businesses.
An estate plan is an arrangement for the use, conservation and transfer of one’s wealth. This process involves much more than merely preparing the estate owner’s will. A well thought out estate plan concerns itself with the creation of an estate and methods to peg the growth of the dutiable portion whilst simultaneously increasing the existing estate to meet the needs of the owner and his family. In addition, one should achieve the preservation and protection of the estate from unnecessary taxes, costs and legal risk of attachment in terms of failed marriage or business ventures.
This is a calculation of your future retirement capital and cash flows to determine if you have sufficient of both to realise your financial independence goal at a pre-determined age.
Basic structuring of your investment to minimise tax benefits and legitimately minimize taxation.
Advice and implementation of business assurance financially protect the company and the shareholders from adverse financial consequences brought about by the death, permanent disability, or ncapacity due to a “dread disease” of the key man in the business or any of the shareholders.
Advice and implementation of Pension Fund and Provident Funds on a Group Scheme basis.