Invest for a healthy retirement

Life is better in retirement. After years of hard work and devotion, you can relax and focus on the moments in life that truly matter. Enjoying restful vacations, spending time with loved ones and pursuing your lifelong goals are all the perfect accompaniments for the retirement lifestyle. 

However, a blissful retirement may not be an option for everyone. The lifestyle you look forward to depends on the financial choices you make during the prime of your life, when you begin earning money. A healthy retirement income requires ongoing strategy and planning. 

We’re here to help you make the right choices from the very beginning. Our expert advisors make retirement planning simple and hassle-free so you can rest assured that your future is in experienced hands.

What will your life look like after retirement?

Choose your top priorities to adjust your retirement plan

heritage

Heritage wealth planning is important

With the right planning, your wealth can be preserved and enhanced for generations to follow. The so-called “heritage wealth planning” is a common way for affluent families to secure a financial legacy for their children, grandchildren, great grandchildren and beyond. 

All too often, affluent families miss on long-lasting wealth by not making a financial strategy. Without effective planning, family wealth becomes disintegrated over time, divided across too many people and lost. The most effective wealth heritage planning advisors keep the source of wealth in a centralised portfolio. This way, multiple family members can benefit from a generous income, while the value of the overall wealth is preserved over time.

With a leading financial planner at your side, you can avoid this pitfall. Our experts consider the income and lifestyle requirements of the whole family. Together, we’ll create a tailor-made heritage wealth plan which works for you. We’ll find the right level of risk needed for your goals and preferred standard of living. Using cutting-edge technology, exclusive investment contacts and decades of experience, we’ll create a tailor-made plan for you. Tax-efficient, and internationally diversified, your wealth can last and grow for generations upon generations.

What are your retirement goals?

The first step towards meeting your retirement goals is to understand what they are. Before beginning the journey, you need to know the destination. Our team of leading experts will help you map your retirement goals and timelines. From there, we’ll create a personalised investment strategy that can reach or even exceed your goals as comfortably as possible. We’ll take care of the day-to-day management of your investments and adjust the risk levels as required.

Whether you would like to secure a large retirement income, enjoy luxurious vacations, or support your family for generations, we’re here to make it happen. We have decades of experience working around our clients’ unique family needs and aspirations. 

Reaching your retirement goals with us is effective and hassle-free.

Preserve and pass family wealth

Retire early with financial independence

Generate a steady and stable income

Take the time for personal pursuits

Financial Advisors for retirement

If you’re seeking superior financial planning, we have the best financial advisors for retirement. Our leading experts have a wealth of exclusive contacts, decades of experience and cutting-edge technology to personally design your bespoke retirement plan. We design a strategy which matches your financial goals, risk tolerance and time horizon. 

Your ideal retirement income could be just a conversation away.

We Are The Partner Of Choice For Preserving Family Wealth

16

Years Track Record

6

Global Offices

90

Investment Professionals

7

Regulatory Licenses

$2bn

Assets Under Management

250+

Core Investments

Figures as of 2nd June 2020

Why Us?

Achieve long term returns and reduce risks with diversified portfolios by investing in international real estate, private equity, and private credit opportunities across 6 continents. Gain access to the funds typically reserved for billionaires as a result of our well-established partnerships and networks.

Access To Top Asset Managers Such As:

Talk To Our Financial Experts

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