Wealth Maintenance

Wealth Maintenance

This second Pillar of Wealth analyses your general financial health such as cash flow and debt position. A net positive cash flow with no over-committed liabilities is considered healthy. We will guide you to effectively manage your cash flow and suggest ways to reduce, or avoid, unnecessary borrowing.

I want to…

Conduct a financial health check

Conduct a financial health check

Explore opportunities for income tax saving

Explore opportunities for income tax saving

Manage my outstanding debt efficiently

Manage outstanding debt efficiently / Cancel loans

Create cash reserves for emergencies

Create cash reserves for emergencies