About

We offer assistance with income tax return submissions coupled with the provision of retirement annuity products. Leveraging specific strategies can potentially yield above-average returns and pave the way for an optimised retirement timeline.

Two certainties exist: death and taxes, with the latter often extending into estate duties after death. Many unknowingly have their life policy proceeds cover estate duty, the cover of which is also taxable in the estate. We provide products that may significantly reduce exposure to estate duty and also assist clients with their wills and estate planning.

For clients with high marginal tax rates, tax-efficient investments can significantly lower their effective rates. Leveraging our tax expertise, we integrate these investments to reduce taxes, thus boosting net returns on investments.

​Straddling both the tax and insurance/investment domains, we can unearth opportunities for select clients that might typically go unnoticed. Our goal is to introduce clients to unique financial opportunities, aiming for consistent yearly improvements in their financial status.