Bespoke planning for those who demand the best
“My portfolio is already being managed”
That’s great. A question worth asking is, “Is my portfolio optimized to include the following benefits?”
Ensuring that you are fully tax compliant while significantly reducing how much tax you pay
Structure your personal and business portfolio in such a way as to remove estate costs and estate freezing instead of merely selling you policies to cover the estate costs
Reduce your insurance premiums by eradicating unnecessary costs through optimization of one’s personal and commercial structures
Show you ways to transfer properties into an asset protection structure while reducing or even removing the transfer duties
We create robust and impregnable asset protection structures
Save you from having to pay unnecessary 7(c) interest on loans
Much, much more that we are confident you’ve never seen before, all intended to dramatically improve your personal and commercial financial landscape, both now and in the future
If not, then it’s time we meet.
Financial planning is not about writing policies, it’s about building legacies
Platinum is ideal for
As a specialist at the top of your field, we design a financial structure in such as way as to significantly reduce your tax burden which results in an increase in your net income by as much as 20%.
Business owners deserve a full service that allows them to focus on their business while their financial structures provide optimized need-based solutions, tax efficiency, the best employee care and complete risk mitigation.
Established & Discerning
You have invested so much into what you have. We make sure that your assets and estate are protected from unforeseen events. You appreciate the finer things in life and as a result, you want only the best. We offer just that.
Platinum is for the select few
Our specialised Offerings
A blend of creative portfolio design, caring service delivery and superb attention to detail ensure excellent financial security
How you structure your business determines the amount of tax you pay. Being tax efficient can decrease your tax liability while ensuring that you are fully tax compliant.
So often, so much of what a person builds up is lost when they pass on. We can structure your estate in such a way that there is no loss of value, no estate freezing and no estate costs.
Not all trusts are correctly structured. We ensure that your trusts protect your assets and that they are completely tax efficient while reducing the 7(c) interest expense.
The Platinum client has a unique set of needs, and the Platinum team have carefully structured our offerings with those specialised needs in mind.
The niche services required by high net-worth individuals and business owners far surpass those provided by brokers as it takes an exceptional understanding of tax law, estate planning and lateral thinking to be able to ensure full estate protection, tax reduction and risk mitigation that my team and I can provide.
I would like to invite you to meet with us so that we can discuss the potential of further reducing your tax, estate, business & interest costs and optimisation of your personal & business structures.