THANKS

WEALTH

PLANNING

FORMULA

We solve your five key concerns

WEALTH PRESERVATION  We help our client’s make even smarter financial decisions. The goal of wealth preservation is to produce the best possible investment returns consistent with our client’s time frame, goals, and tolerance for risk to ensure they live the life they want.


WEALTH ENHANCEMENT We help our clients mitigate tax: minimising the impact of taxes on clients’ investment returns and wealth while ensuring the cash flow they need. In short, to help make our client’s wealth last longer and work smarter.


WEALTH TRANSFER We help our clients take care of heirs: finding and facilitating the most tax-efficient way to pass assets to loved ones in ways that meet the client’s wishes with minimal difficulty and cost.


WEALTH PROTECTION  We help our clients mitigate their concerns about protecting their wealth against catastrophic loss, potential creditors, litigants, children’s spouses and potential ex-spouses and identity thieves—in short, ensuring that their assets are not unjustly taken.


CHARITABLE GIVING We help our clients look outward beyond their own families to the world at large. Charitable giving comes with its own unique set of challenges - from selecting the appropriate means of giving (such as direct gifts, donor-advised funds or private family foundations) to selecting causes and specific organizations that will have the biggest impact.

 

THANKS

ADDS

VALUE

We add value to you in several ways

      Financial Planning Expertise

  • Create your own financial masterplan

  • Retirement & income distribution planning

  • Accumulating wealth planning

  • Risk & plan management

  • Tax planning

  • Estate & succession planning

  • Protection planning

  • Pension planning

  • Investment planning

  • Effective cash management

       Trusted Counsel

  • Help you avoid costly mistakes

  • Give you peace of mind

  • Ensure you do the right thing

  • Simplify the complex

  • Offer inspiring financial coaching

  • Manage your risks

  • Provide independence

  • Help you think and act like a business

  • Keep you on track

  • Achieve financial confidence and control

       Convenience

  • Save you time

  • Remove the hassle of doing it yourself

  • Offer access to fintech solutions

  • Help you to be financially decisive

  • Concierge services and professional network

  • Help you maintain financial control

  • Provide access to years of expertise

  • Help you sleep better at night

  • Know that we act as your finance director

  • Organise your financial life

       Continuing Legacy

  • Ensure continuity of your finances

  • Financially educate your children

  • Generational planning for your family

  • Encourage spouse and/or family involvement

  • Maximise your ‘lasting legacy’

  • Improve your financial wellbeing

  • Utilise our EVOKE Life Planning programme

  • Consider your philanthropic impact

  • Succession planning

  • Business planning

THANKS

SERVICE 

DELIVERY

We efficiently deliver our services to help you concentrate on what matters to you most

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THANKS

INVESTMENT

MANAGEMENT

PROCESS

We help achieve your financial goals by employing a disciplined investment management process

PORTFOLIO CONSTRUCTION: SELECT TAX WRAPPERS, OTHER SOLUTIONS AND PLATFORMS DETERMINE RISK TOLERANCE AND AFFORDABILITY TO LOSE CAPITAL MONITOR PROGRESS AND MAKE NECESSARYADJUSTMENTS EXECUTE INVESTMENT STRATEGY DEVELOP ASSET ALLOCATION STRATEGY AND INVESTMENT STRATEGY ESTABLISH GOALS, OBJECTIVES AND KNOWLEDGE OF INVESTING
EXECUTE INVESTMENT STRATEGY DEVELOP ASSET ALLOCATION STRATEGY AND INVESTMENT STRATEGY ESTABLISH GOALS, OBJECTIVES AND KNOWLEDGE OF INVESTING