Wealth Management

Money is of no use if it doesn’t work for you. Our purpose-driven approach towards wealth management, are life-focused and transform any cash you earn into real wealth. 

At Wealth Advice, our wealth management solutions are designed to suit your particular lifestyle and not to hinder it. We firmly believe in having our wealth managers spend the time in getting to know you first before coming up with a wealth plan that will work for you. All our advice is given in the strictest confidence and with the highest care and ethics.

 

Our team of financial advisers are experts at getting you to examine your money and come up with a strategy that will improve your quality of life. We analyse your assets, income, and expenditure to arrive at your current financial situation; we then use this information to devise life-long solvency plans that will see you through your retirement.

Estate Planning

We all want to leave this world knowing that our loved ones will have enough after our demise.

Having an estate planner avoids the need for court supervision of how your assets are handled posthumously; giving those you leave behind peace of mind. We’re here to ensure that everything you’ve worked so hard for, is passed on to your intended beneficiaries with minimal tussles, taxes and cost.

We can draft comprehensive and in-depth financial plans that:

  • Organise and manage your asset ownership while you are alive
  • Divide your assets as per your wishes on your passing
  • Help expedite the transfer of the estate
  • Minimise costs and fees involved

Investment Planning

Most people believe that investment planning is all about picking the right stocks or investment products. Well, they’re wrong. It’s about much more than that when it comes to planning your financial future.

At Wealth Advice, we have comprehensive investment planning solutions designed to give you the best return on investment.

We firmly believe that the right investment portfolio is a diversified one that spreads the risk out evenly, posing a minimum of risk to your money. We will give you tailored advice to ensure that your investment is spread across a wide range of asset classes, securities, and markets, realising the best profits and lessening any potential losses. Some asset classes we consider include:

  • Cash
  • Equities
  • Stocks and Bonds
  • Property

Financial Risk Management

Life is unpredictable.

Wealth Advice helps you to identify potential hiccups like loss of income due to ill health, early retirement or retrenchment, medical crises, and premature death of a partner, and use this data to draw out the best strategies that manage risk. This action crucially helps you to maintain your current lifestyle even through life-changing events.

And this brings us to insurance – a necessary part of financial planning to help mitigate any risks along the way. Insurance protects your life, and although it may not be a good option for savings and investments, it is still essential for peace of mind.

We advise you on all types of insurance plans available to ensure that you get the right policy for you. These include:

  • Whole Life Plans
  • Term Insurance
  • Medical Insurance
  • Property Insurance