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Have you ever heard someone joke that if they knew they’d have lived so long they would have taken better care of themselves? As it turns out, this is no joke. Today’s retirees tell us in no uncertain terms that the number one ingredient for a happy retirement is by no small margin, having your health. Sure other things are important, like being financially secure and having a loving family and friends, but a new

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This involves investment of the clients’ resources in different asset classes such as capital and money market instruments, Real Estate and other investment instruments for the purpose of achieving their investment goals. Decision making on asset allocation of the clients’ resources could be in conjunction with the client or at our sole discretion. In order to invest successfully, we design a portfolio management process to ensure that your investments are managed as a spectrum of

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As an affluent individual, active management of your wealth may not be potentially maximized. Your many assets may need to be better coordinated and managed for improved returns. This may be as a result of time (or the lack of it), your preoccupation with other competitive engagements or lack of awareness of competitive returns on your assets. Our role is to add value by ensuring proper tracking and consolidation of your assets to enable preservation

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Wealth preservation is a very key concept to High Net worth Individuals. This is the concept of protecting and preserving your asset from frivolous, illogical, ill-motivated, more often than not, devastating catastrophic claims on your wealth in a way that will affect your current and future lifestyle. One certainty about investment or life generally is the uncertainty of it. Risks abound everywhere, but to refuse to take these risks is to stop growing. Risk management

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