DEPLOY PRODUCTS & SERVICES

We provide professional advice and access to the following:

 

 

LOCAL

 

  • Local investment portfolios consisting of a combination of cash, equities, property and bond instruments, plus specialised hedge and structured funds
  • Investment products including retirement funds and annuities
  • Estate planning including wills and trusts
  • Tax planning
  • Personal risk management including assessment of existing life policies, retirement annuities, endowments and employee benefits
  • Business risk management including shareholder protection risk cover and key man insurance
 
 
 

OFFSHORE

 

  • Direct offshore investments and trusts
  • Offshore transfers through negotiated asset swaps
  • Offshore portfolio management of funds held in overseas jurisdictions
  • Offshore tax and estate planning
  • Offshore personal and business risk management

ADDRESS

PHYSICAL: 167 Barry Hertzog Avenue, Emmarentia, 2195

 

POSTAL:    P. O. Box 414164, Craighall, 2024

CALL US ON:

+27 (0)11 646 2286
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© 2017 Bespoke Financial Services

Bespoke Financial Services FSP 5398 Made in South Africa