A comprehensive financial life planning process includes an evaluation of the client’s life, financial history, relationship with money, transitions, objectives and the resulting financial impact. This is then linked to the client’s current statement of assets and liabilities, income and expense profile. This enables a holistic understanding of the client’s financial and lifestyle needs, from which a financial life plan is prepared and implemented.
PSG-AQB believes that offshore investment is a necessity for South Africans, both in terms of diversification as well as country and currency risk. PSG-AQB has established relationships with reputable offshore fund managers, and can recommend sound investments based on the specific needs of a client.
PSG-AQB is able to offer clients investment opportunities in a diverse range of local investments through its partners’ investment platforms. Over and above this, PSG-AQB can offer client niche investments and private equity investments where specifically requested.
A direct investment offering is available where the client does not wish to complete a comprehensive financial life plan, but has specific investment requirements.
PSG-AQB has a stockbroking facility in it’s Knysna office and also deals through Bruce Wolov at PSG in Houghton, Johannesburg.
AQB is a business built by Chartered Accountants, and therefore has a history of superior tax planning and administration services.
Wills and estate planning are vital service offerings for clients who wish to plan wisely so that they are able to preserve their wealth for themselves and their heirs.
AQB offers administrative services to trusts and the partners act as professional trustees for a number of family trusts.
This includes the maintenance of statutory records for companies, close corporations and trusts.