what we offer
We Focus on Building Trust and Understanding
We don't just manage investments, we build trusted relationships. We act as your financial fiduciaries, meaning your goals are always our top priority. We take the time to understand your unique needs and aspirations, then craft a personalized financial plan that evolves alongside you. Every step of the way, we're here to guide you with comprehensive financial planning and customized investment advice.
Business Assurance
Ensure business continuity in the event of a partner's death and secure the necessary funds to replace a key executive.
Keyman and Partnership Assurance
Essential for ensuring business continuity and future growth, this assurance also provides tax efficiencies on contributions and estate duties.
Treasury Solutions
Our Forex solutions assist clients in investing offshore in their preferred currency. We manage currency conversion while considering Probate, Situs Tax, Reserve Bank Limits, and Discretionary Allowances, ensuring the best advice in an increasingly global environment.
Professional Services
We offer specialized expertise in: - Oracle Accounting Services - Oracle Legal Services Our team can assist with commercial litigation, contract drafting, negotiating, tax structures, and general accounting requirements
Long Term Assurance
Protect your family from the financial impacts of premature death, disability, or severe illness with life insurance. Covering final expenses and safeguarding your earning capacity, we offer tailored options through Discovery Life, Liberty Life, and other leading providers.
Banking
Oracle Private Wealth offers access to Oracle Banking, serving as your private banker across multiple banking solutions including Investec, Nedbank, Trustco Life, Capitec, Standard Bank, Absa, RMB, Old Mutual, Sentinel, FNB, and Discovery Bank. We tailor solutions to meet your specific needs.
Wills
Integrated risk and estate planning, conducting thorough analyses before drafting your Will. We ensure final costs are covered and rightful beneficiaries appointed, addressing survivorship challenges and financial scenarios. We handle fiduciary duties, set up trusts, and offer co-executorship for a professional estate settlement, providing essential peace of mind.
Pension, Provident Funds & Corporate Healthcare
Customized pension and provident fund solutions with flexible risk and investment options. Partnering with industry leaders like Liberty Life, Discovery Wealth, Allan Gray, Coronation, and Goldman Sachs, we offer diversified, cost-effective group risk and investment portfolios, including offshore exposure.
Investments
Investing is crucial for long-term financial growth, especially for retirement planning. We tailor financial products to your risk profile and align retirement plans with your expected net worth and future income. We simulate various retirement scenarios, including potential challenges like outliving your savings, and discuss mitigation steps to ensure a secure financial future.
Offshore Investments
Offshore planning is crucial for diversifying across asset classes and currencies, essential for capital preservation and growth. We consider geopolitical factors and technical analysis when identifying compelling investments. Your portfolio is tailored to your investment horizon and current/future goals, ensuring it meets your specific needs.
Medical Aid
Through partnerships with Discovery, Sirago, and Liberty Life, we offer gap cover to supplement Medical Aid, addressing shortfalls like in oncology where existing coverage may be insufficient. Our gap covers can provide additional benefits, ensuring comprehensive protection against rising hospital costs.
