The Platinum-Edge financial assessment is far superior than traditional models as it successfully reduces tax liabilities and insurance premiums while improving returns through better investment options.
Whether you want an onshore, offshore or blended portfolio, this is the best solution available, BY FAR.
Highlighted services are what makes The Platinum Edge the leading wealth design model in South Africa.
THE WEALTH DESIGN
- Financial Needs Analysis
- Asset Assessment & restructuring guidance
- Strategic Modelling
- Offshore Structuring
- Life cover
- Critical Illness/Dread Disease
- Disability and impairment
- Income Replacement
- Other associated benefits
- Loyalty/Wellness programs
- Overhead Expense Benefits
- Buy & Sell/Succession structuring & cover
- Key Person cover
- Contingent Liability cover
- Employee Benefits
- Tax-free Savings
- Unit Trusts
- Retirement Annuities
- Pension/Provident Funds
- Secured, Guaranteed, Prime-linked model
(high return, almost zero risk)
- Offshore investments
& ASSET STRUCTURING
- Section 42 Transfer guidance and structures
- Professional Conveyancing services
- Trustee services
- Hospital Plans
- Medical Aids
- Gap Cover
- Primary Care plans
- Offshore Trusts
- Offshore Investments
- Offshore high-yield property investment options
- International Banks account
- Residency/Citizenship guidance
Book a consultation now!
For a free, no-obligation consultation, contact:
083 280 3202
The Platinum Edge is a wealth strategy model and not a Financial Service Provider. The Platinum Edge integrates a number of financial service providers and other specialists to offer holistic financial guidance.
Any and all comment and opinion in this website constitute comment and opinion only and does not in any way constitute personal financial advice. Please contact me should you need to meet to receive personal financial advice.
For more info visit the Disclaimer page.