Peace of mind

What does your future hold?

Making the most of your wealth.

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Find Solution:
Simple to estate protection and planning.
Product & Services:
Planning the appropriate and diversified
Affiliate Program
Passing wealth and future to the
next generation.

Our wealth protection services ranging from simple income protection plans to estate planning for those with substantial assets to protect and maintain.

Fixed income securities

Fixed income securities, include the debt obligations of governments, and corporations. The borrower (issuer) promises to pay the lender (investor) interest at a specified rate over the life of the bond (maturities typically range from few months to 30 years) and repay face value at maturity.


Characteristics of Fixed Income Securities

  • Regular interest income Interest payments can be monthly, quarterly or semiannually, depending on the security type.
  • Capital preservation The borrower promises to repay the face value when the securities mature, and some will pledge collateral to support interest and principal payments.
  • Diversification Bonds can be an integral part of a diversified investment portfolio that includes other asset classes such as stocks and alternative investments
  • Liquidity Liquidity is a measure of how easily a security can be sold in a secondary market, and fixed income securities can range from highly liquid to relatively illiquid.

Mutual funds

A mutual fund is a pool of money from numerous investors who wish to save or make money just like you. Investing in a mutual fund can be a lot easier than buying and selling individual stocks and bonds on your own. Investors can sell their shares when they want.

Mutual Funds are Diversified
By investing in mutual funds, you could diversify your portfolio across a large number of securities so as to minimise risk. By spreading your money over numerous securities, which is what a mutual fund does, you need not worry about the fluctuation of the individual securities in the fund's portfolio.

Mutual Fund Objectives
There are many different types of mutual funds, each with its own set of goals. The investment objective is the goal that the fund manager sets for the mutual fund when deciding which stocks and bonds should be in the fund's portfolio.
For example, an objective of a growth stock fund might be: This fund invests primarily in the equity markets with the objective of providing long-term capital appreciation towards meeting your long-term financial needs such as retirement or a child' s education.

Alternative investment

Alternative investments can provide an opportunity for you to diversify your portfolio through an extensive range of products.
All managed by investment professionals, our alternative investments platform includes single manager hedge funds, funds of hedge funds, managed futures, private equity, real estate and exchange funds.

Choose From Our Alternative Investments

  • Single Manager Hedge Funds are privately managed investment funds that utilize sophisticated strategies in both the international and domestic markets. They're designed to potentially offset losses during a market downturn and often seek to generate returns higher than traditional stock and bond investments.
  • Funds of Hedge Funds are actively managed portfolios of hedge funds and other alternative investments products.
  • Managed Futures employ professional money managers called Commodity Trading Advisors to direct investments in global currencies, interest rates, equities, metals, energy and agricultural markets through the use of futures, forwards and options on the basis of technical and fundamental analysis.
  • Private Equity typically invests globally in nonpublic entities with a value-add approach, seeking to acquire undervalued/underperforming entities or ones with significant growth potential with the objective of reselling at a higher price in the future.
  • Real Estate Fund refers to negotiated private investments in real estate assets with the objective of generating current income and/or reselling at a higher value in the future.
  • Physical Commodities Funds (alongside Futures & Options). The physical commodity trading element of the strategy aims to exploit arbitrage opportunities by sourcing physical commodities such as gold, oil, cocoa, rice, timber, ethanol etc. are private vehicles enabling holders of concentrated stock positions to exchange those stocks for a diversified portfolio.

Real assets investment

Real assets are by definition "real" tangible assets, including, among other things, real estate, oil and gas fields, power generation plants, agriculture, and metals and mining. A well-structured real assets portfolio often includes both public and private real assets investments. An allocation to private real assets can provide overall portfolio diversification, as real assets have a relatively low correlation to traditional asset classes, such as stocks and bonds.


Real assets have the potential to generate value in terms of price appreciation and income generation.

Annuity & Endowment

Variable Annuities
Plan for retirement with a wide range of investment options, professional portfolio management, tax deferral, income options, and death benefits. Variable annuities can help increase your income for retirement and guarantee it lasts a lifetime.


Fixed Annuities
For more conservative investors, a safe and steady way to grow assets at a fixed rate of interest with a tax deferral.
Immediate Income Annuities
Make one purchase payment and begin receiving annuity payments soon after. You choose the payout period, including a lifetime income.


An endowment policy is an investment product that set up as regular savings plans and at the end of a set period pay out a lump sum. The policy includes life assurance, so it will also pay out if you die during the term.

Life Insurance

Life insurance can help provide for the people who depend on you financially, if you can't be there for them. The money can be used for final expenses, help to replace your lost income, cover debts, pay your mortgage, fund a child's education, and more.

Many people find that a combination of both types of life insurance helps them meet both immediate needs and long-term goals.

There are several types of permanent life insurance policies to meet your needs:

  • Unit Linked Life Insurance, provide for benefits of protection and flexibility in investment, it is insurance and investment plan. The allocated premiums will be applied to purchase units as per the fund type based on the ongoing NAV Whole Life Insurance - Permanent insurance, fixed premiums, guaranteed death benefit, and cash value growth.
  • Universal Life Insurance , with flexibility to change payments, premiums and death benefit options.

Trust service

An trust is created when assets are transferred to a trustee. The trustee becomes the legal owner and is responsible for managing the assets and distributing them to the beneficiaries of the trust (which could include the person or corporation which transferred the assets to the trustees) in accordance with the terms of the trust deed.

The terms on which the trustees administer the trust assets are detailed in a trust deed and trust legislation to govern trusts has been enacted in many common law jurisdictions. What assets can be held by an offshore trust?

  • Shares and stocks in both quoted and unquoted companies
  • Investment portfolios
  • Real and intellectual property
  • Bank deposits
  • Life assurance policies issued on the life of the Settlor
  • Most other types of asset

Corporate Taxation

We able to help on advising clients on the selection of the best offshore company or onshore company jurisdiction for tax planning. We then assist clients with the set-up process to establish the correct company.

 Our end-to-end service is designed to ensure a robust and comprehensive solution to meet your international tax planning requirements.

 As a result we are best positioned offer our clients the advantage of our local knowledge and expertise from a global perspective.