1. Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from your company’s day to day operations. With our solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.
2. Estate Planning (for individuals)
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and children, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
- Financial Planning (for individuals)
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
3. Retirement Planning (for individuals)
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
4. Training both general & tailor-made and
5. Debt Recovery