Wealth Creation takes a holistic view to plan clients’ global assets. This includes the structuring of their investment portfolio, the mitigation of riska nd saving vehicles to maximize their investment opportunities. With the correct pension/ superannuation/ Kiwi Saver planning, and the optimized management of currency always in the most tax efficient manner.
This approach can make a significant difference to a client’s long-term wealth. The tax treatment of non-qualifying and qualifying investments can vary by in excess of 20%. Clearly this can create significant erosion of a portfolio of investment over time, even when the investment strategy is successful.
We have found that many individuals globally require this form of strategic wealth planning, especially those whom have businesses and families across jurisdictions. At the end of the day, strategic wealth management/ planning is a puzzle, which only makes sense when the numerous pieces are put together correctly and this is our goal.