For Individuals and Families

• Financial plan 

  • Insurance Need Analysis

  • Basic Investment Analysis

  • Budgeting

  • Retirement Planning
     

• Investment Manager Search and Investment Product Analysis

  • Discretionary fund managers and their products

  • Hedge Funds

  • Real Estate Investments

  • Alternative Investments
     

• Estate Planning Strategies and Implementation

• Professional assistant to Executor

• Debt Structuring

• Insurance Product Search

 

For Small Businesses and Corporations

• Cash Flow Analysis

• Profitability Analysis

• Business Valuation and Financial Modelling

• Succession Planning

• Outsourced CFO Services