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NAVIGATE THE PROCESS

Peace of mind

Investing offshore might seem daunting at first but with the support of a global team of
experts, including Financial Planners, Wealth Managers, Fiduciary Specialists and
Foreign Exchange Experts, we will invest the time to ensure your peace of mind.

ADVICE PHILOSOPHY

Understanding your offshore needs

Our Wealth &Investment Specialists will follow a structured process starting with getting a thorough understanding of your financial
affairs, family situation and estate structures. This informs the appropriate investment objectives and is essential in determining:

FINANCIAL LIFE STAGE

Are you accumulating assets to reach financial independence?
Are you financially independent or do you have more assets
than required over your lifetime?

ASSET AND LIABILITY MATCHING

With an understanding of your needs and risk preferences, the
Wealth Manager will advise you on the most appropriate approach
for your needs.

EXECUTION

Guidance &
assistance

Once a clear plan has been established, our Wealth & Investment Specialists will help you with the execution. This will include helping you navigate the journey through the enhanced requirements of establishing offshore investments, and expert guidance from an exchange control point of view.
You will further receive assistance in coordinating exchange control requirements through a select team of cross-border advisory specialists. They will walk you through and expedite the process of obtaining a tax clearance certificate (if the amount is between R1m and R10m) to make use of the foreign investment allowance.

Ongoing support

ADVICE & SUPPORT

Our Wealth and Investment Specialists will provide long-term,
ongoing advice and management of your portfolios.

FULL DISCLOSURE ON FEES

Receive disclosure of all fees and any commission or rebate.

GET STARTED

Navigate the process



HOW TO GET IT



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OTHER WAYS TO GET STARTED


>Contact us

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