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Our
goal is to effectively interpret and accurately analyse
requirements of both private and corporate clients with
regard to risk management, wealth creation and estate
planning and thereafter to research and present possible
solutions.
Although
we can recommend and implement any solution relevant to
personal risk insurance, wealth creation, business
insurance and fiduciary services, the most important
element is the in-depth study we undertake to establish
and understand the needs and goals of our clients.
Looking
at each area of expertise separately, risk management
pertains to the minimising of risk in the event of death
or disability.
After completing a full needs analyses any one or a
combination of the following products could be presented
as the solution:
Life,
disability and dread disease cover, income protection,
health assurance, retirement funding and business
assurances.
When
it comes to wealth creation we look at future financial
goals and objectives, analysing this information in a
logical and easy-to-understand manner, developing a
strategy that will enable our clients to meet their
objectives and then implementing and monitoring that
strategy in the future.
We
use the following 5 step approach:
It
is
extremely important that our clients form an integral part
of this process and fully understand how their chosen
strategy will seek to meet their objectives and what the
possible impact of future events and changing market
conditions on this strategy will be.
We
have investigated ways of securing access to specialised
research and investment management resources while at the
same time managing our clients’ portfolios on a more
efficient basis. To this end we have entered into a joint
venture with Analytics Consulting with a view to
addressing the abovementioned issues.
Analytics
Consulting is a specialist investment consulting operation
that focuses on developing and offering bespoke and
independent investment consulting to the top independent
financial advisory businesses in South Africa. The
Analytics Consulting team originates from the Investec
stable and has a highly qualified and experienced team of
investment and legal professionals.
We
have recently finalised our FPM Model Portfolios which
have been constructed in line with specific risk profiles
which typically suit our clients’ specific investment
requirements. We believe this will result in the
achievement of the stated objectives with greater
certainty during very difficult market conditions.
The
drafting of Wills, Business Agreements, Trust
registrations and ongoing secretarial functions are
available through our fiduciary services
specialists.
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