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Financial and Investment Planning

Our focus is on identifying effective financial and investment strategies according to our client’s risk appetite and financial goals. There is a wide variety of financial and investment options, including property, share, money market and life insurance funds. Our aim is to identify the most appropriate portfolio according to each of our client’s needs.  Our services include:

  • an analysis of your personal financial position
  • investment, retirement and estate planning
  • advice on property investments
  • advice on share and money market investments
  • advice on life insurance
  • minimising of taxes
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