WHO WE WORK WITH
ACCOUNTANTS
We help add value to your clients various life stages through our Financial Planning expertise some life stages may include Divorce, Estate Planning, Income and Business Protection, Succession Planning, Gift and Inheritance, Trusts and Wills.
LEGAL PROFESSIONALS
We know your clients require many forms of Financial, Pension and Retirement Planning services not available Inhouse.
We provide expertise in Divorce and Arrangement for Children, Incapacity Planning, Succession Planning, Business Protection. Pension and Retirement Planning.
INDEPENDENT CONSULTANTS
We support Independent Consultants with Research Papers, act as their backend advisor support team which often enables them build a worth while relationship with Clients as they navigate the new and emerging financial landscape.
Independent Financial Consultants support a growing number of Bespoke Mandates. They are often challenged with access to current or most updated information as demanded by their Clients to attend to some urgent decisions.
SACCOS | GROUPS | RETIREMENT & PENSION SCHEMES
The fiduciary responsibility of SACCO management teams is made more challenging due to each individual members goals and financial circumstances. We offer our expertise to managers of SACCOS by engaging the Principals for the benefit of the members we are able to customise a solution for each member of the SACCO reflective of group dynamics and in some instances each individual members financial Goal.
ENTERPRENEURS | FAMILIES | BUSINESS OWNERS
Our expertise with Estate, Legacy and Business Protection Planning has enabled clients navigate the often uncertain future of growth, risk and economic environment.
We support Enterpreneurs/Families and Business Owners maximise their equity and often enabling them plan for a decent Retirement and a successful succession planning of the businesses to the next generation.
CORPORATE ORGANISATIONS
Some Corporate organisations support their employees prepare for retirement. Some participating financially while other engage external resources for "Preparing for Retirement Seminars".
We work with financial institutions organisations as they outsource their Wealth and Financial Planning services so they can focus on their core Banking business. We provide Estate Planning, income Protection Planning, Succession Planning, Business Protection , Pension and Retirement Planning services enabling the Bank/Client manage the risk of theirprofitable relationship.