At Wealth Design we provide you with bespoke portfolio solutions compiled based on your existing balance sheet and future objectives. Our solutions are goal and objective orientated and risk profiled by your time-frame. We make use of model portfolios for efficiency, where appropriate and have the ability to set up offshore structures for succession and tax planning. We provide Cash solutions, an alternative to the bank and tax planning through local investments that are tax efficient or deductible.

INVESTMENT PLANNING

Review your existing portfolio or implement a new investment strategy based on your personal objectives. Local and offshore investment advice.

RETIREMENT PLANNING

Pre and Post Retirement Planning to ensure tax efficiency and strategically obtain your income objective.

ESTATE PLANNING

Ensure that you have sufficient liquidity in your estate, reduce your estate duty payable, succession planning, Will drafting and Trust establishment