Meet your Wealth Advisors to discuss your risk profile, complete full needs analysis so that they help you plan an advice led growth strategy for your funds, taking into consideration time and costs of funds over such a period.
The Wealth Manager will go beyond known traditional banking products, introducing you to vehicles such as unit trusts, access to the Botswana Stock Exchange (BSE) and the Global Trading Platform (GTP) where you can hold interests other stock markets packaged to your specification.
Your advisors can help you address you needs, looking into the exposure of your debts, your family income needs, current asset risks (vehicles and fixed assets and machinery), your children's educational needs, retirement and tax needs at death.
We have a dedicated team to help you protect what you have grown to date and to ensure a legacy plan is in place to address all your wishes when you die. The team will help you draft your Will, guiding you to ensure the draft addresses potential family disputes and address all the known loopholes that your structure may leak.
The Wealth Advisory team will use vehicles such as family trusts; the FNB International Trust, and Ashburton Investment Funds to ensure your wealth is preserved for decades.