Wealth Creation

Wealth Creation is about accumulating wealth through various assets (cash , property and investments) – this phase also includes budgets, cash flow management, debt management and a structured financial plan to meet your goals.

Wealth Preservation is equally important once you have accumulated assets which now have to be carefully managed to ensure they continue to grow rather than be eroded. Accumulated assets will need to fund income for retirement , tax planning for a myriad of tax implications becomes critical i.e estate duty , capital gains tax, income tax etc

Is your will up to date and have you had an accurate estate plan exercise done?