PRECEPT WEALTH SOLUTIONS
Never before has it been so important to ensure that one’s investments and personal financial planning strategy are carefully and consistently managed and monitored. This is particularly the case given the current dramatic increase in world market volatility.
Precept Wealth Solutions (PWS) is a niche wealth management company that manages clients’ financial planning needs including those of corporate executives, entrepreneurs and retirees.
OUR TEAM
We provide professional advice and access to the following:
- Global wealth management and strategy and investment advice
- Local investment portfolios consisting of a combination of cash, equities, property and bond instruments, plus specialised hedge and structured funds.
- Investment products including retirement funds and annuities, and assisting with financial goals.
- Estate planning including wills and trusts.
- Retirement, resignation and retrenchment planning.
- Tax planning and financial wellness, personal financial planning.
- Personal risk management (including assessment of existing life policies, retirement annuities, endowments and employee benefits).
- Business risk management including shareholder protection risk cover and key man insurance.
INDEPENDENT PARTNERS
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