Private Wealth and Succession Planning


Many of our clients have built up strong businesses that have resulted in them achieving significant personal wealth and others have inherited wealth.

Regardless, we are able to assist our clients in using their money in the most effective way possible. We can provide advice on investment, structuring of affairs, trust planning and tax positioning.

If you have wealth or assets that you seek to protect, it is sensible for you to look into how best to manage your risk. We will review the assets you hold versus the risk you face. We will then be able to determine the best type and method of protection necessary for your wealth or assets.

Want to talk to our SME specialists?

Call us on 09 522 5182 to book an initial meeting.

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