FINANCIAL PLANNING & WEALTH MANAGEMENT

• Financial Planning
• Financial Coaching
• Investment Planning
• Retirement Planning
• Individual Risk Planning
• Business Continuity Planning
• Employee Benefits
• Succession Planning
• Emigration
• Foreign Exchange

WILLS, TRUSTS, ESTATES

• Dedicated Attorney
• Specialist fiduciary services
• Estate planning 
• Wills and Codicils
• Trust formations and amendments 
• Professional trusteeship
• General Power of Attorney forms
• Administration of deceased estates
• Trust administration
• Safe custody facility

ACCOUNTING. TAX. ADVICE.

• Bookkeeping
• Annual financial statements
• VAT Returns
• EMP Returns and IRP 5 reconciliations
• Individual tax returns
• Provisional tax
• Management accounts
• General consulting