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Fiduciary Services
A fiduciary exercises discretion or expertise on your behalf and with your best interests and that of your beneficiaries in mind. As such, a fiduciary will act independently according to the terms of the trust deed or trust estate. Having a fiduciary that you can trust to deal with financial and legal matters when you have passed away is invaluable.
Financial Planning
Remnant approaches financial planning using the FPI approved, 6 step financial planning process. Remnant’s advisors provide independent financial advice and are wholeheartedly committed to acting in the best interests of their clients at all times.
Retirement planning
Retirement planning is the process of setting retirement income goals and the actions and decisions necessary to achieve those goals.
Estate Planning
Estate planning deals with the assessment and management of assets. The goal is to ensure that the estate is distributed according to the owners wishes after they have passed away. It is important to have your estate planning and the necessary legal documents in place to enforce your will when you are no longer able to.
Local and offshore investments
Remnant team of specialists can help you set up a comprehensive investment portfolio in local trusts, reduce investment risk and get approved professional investment managers to manage your funds. We will take the necessary time to structure your portfolio with your investment goals in mind.
Money EQ
What Does Money EQ Mean? Your Money EQ reflects your personal beliefs and thoughts about money. It’s how you think and respond emotionally to money and how your mind makes subconscious decisions about money. Remnant’s Money EQ can help you to improve your Money EQ and give you the tools and capacity to see money differently and live a more fulfilling life without financial fears.
Employee Benefits
Remnant provides you with a proper structure of employee benefits. Setting up a retirement solution which can encourage responsible financial behaviour amongst your employees is always a good idea. Offering employee benefits can enable employees to better manage life’s financial uncertainties. These retirement benefits are structured to suit each employee’s lifestyle, future goals and needs.
Short-term Insurance
Having short term insurance protects you from the financial burdens of the sudden loss of property. Short term insurance covers what you will only own for a set period of time and may need to be updated if the conditions of your possessions change.
Risk Analysis
This is the process of identifying, analysing, and prioritising risk factors that may affect one financially, emotionally, or physically. The goal of risk analysis is to minimise or prevent financial loss.