Wealth Creation

Creation of wealth entails the implementation of techniques for the optimisation and utilisation of existing income streams and/or existing assets in such a way that it increases the net worth of a client and/or that client’s family over a period of time whilst he or she is still economically active.

It includes, amongst other things, the following:

  • Effective budgeting;
  • The minimisation of taxes, for Example, Income Tax, etc.;
  • The curbing of unnecessary expenses and costs;
  • The provision of capital and income for dependants;
  • The provision of retirement capital; and
  • Effective investment of existing funds.

Investment Advisors

Wealth Creation

Jeremy John Squier ,CFP®

Chris Kilfoil

Sabra Hopkins-Squier

Mauritz van den Heever ,CFP®

Andrea Lazzari

Our Investment Product Providers