SERVICES
The Wealth Counsel engages multiple companies as an intermediary on your behalf, and will be responsible for the advice given by its representatives. We strive to communicate with our clients on a more regular basis than the prescribed minimum of once a year.
The fulfilment of this requirement will be dependent on your schedule and availability. We will ensure that our advice will be suitable for your profile, but we do require full disclosure of your financial position.
In order to achieve your wealth goals we may advocate long-term investments, therefore we can’t assume responsibility for their short-term performance or the timing of portfolio changes due to the nature of the markets that we invest in.
This disclaimer is coupled with our belief that it is only through long term investing that an investor is truly rewarded.
The Corporate client would benefit from the following services that we offer:
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Review and Analysis of existing Pension and Provident Fund structures
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Proposing on the implementation of Pension and Provident Funds
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For the business that has just stepped onto its growth path, retirement benefit proposals and implementation
For the individual we provide advice and intermediary services for the following areas of your portfolio:
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Financial Planning
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Estate Planning (Life Cover, Wills)
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Income Replacement in the event of disability (Lump sum or Monthly benefits)
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Wealth Management Services for established Investments
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Investment Planning
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Retirement Planning