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
MACROCOSM

  • Financial Needs Analysis
  • Asset Assessment & restructuring guidance
  • Strategic Modelling
  • Offshore Structuring


INSURANCE

Personal Needs

  • Life cover
  • Critical Illness/Dread Disease
  • Disability and impairment
  • Income Replacement
  • Other associated benefits
  • Loyalty/Wellness programs


Business Needs

  • Overhead Expense Benefits
  • Buy & Sell/Succession structuring & cover
  • Key Person cover
  • Contingent Liability cover
  • Employee Benefits


INVESTMENTS

Traditional

  • Tax-free Savings
  • Unit Trusts
  • Endowments
  • Retirement Annuities
  • Pension/Provident Funds


Alternative

  • Secured, Guaranteed, Prime-linked model

(high return, almost zero risk)

  • Offshore investments 


ESTATE PLANNING
& ASSET STRUCTURING

  • Wills
  • Trusts
  • Section 42 Transfer guidance and structures
  • Professional Conveyancing services
  • Trustee services


MEDICAL

  • Hospital Plans
  • Medical Aids
  • Gap Cover
  • Primary Care plans

OFFSHORE

  • Offshore Trusts
  • Offshore Investments
  • International Banks account
  • Residency/Citizenship guidance
  • Forex services & support


COACHING

  • Money Coaching
  • Career Coaching

Business & Entrepreneur Coaching

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