Products and Services

We provide professional advice on and access to the following:

Investment and Risk Portfolios

  • Local investment portfolios, consisting of a range of cash products, equities, property and bond instruments, and specialised hedge and structured funds

  • Investment products, including retirement funds and annuities

  • Estate planning, including wills and trusts

  • Tax planning

  • Personal risk management, including the assessment of existing life policies, retirement annuities, endowments and employee benefits

  • Business risk management, including shareholder protection risk cover and key person insurance

Offshore Investments

  • Direct offshore investments

  • Offshore trust investments

  • 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

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“Kim Frost has more than successfully managed my retirement funds for the past nine and a half years. She is well organised, reliable and very pleasant to deal with, and knows the very latest happenings in the market place. We meet regularly to discuss portfolio performance and changes. Her integrity is unquestionable. She genuinely has my best interests at heart and her fees are very reasonable.”
 
Ed Brown, 5 August 2020