Services Offered by AQB

• The development of a personalised financial life plan.
  • A comprehensive financial life planning process, which 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. This enables a holistic understanding of the client’s financial and lifestyle needs, and results in a financial life plan that is implemented for the client.
  
  
  
• Advice on suitable international investment opportunities.
  • AQB believes that offshore investment is a necessity in South Africa today, both in terms of diversification as well as country and currency risk. AQB has established relationships with reputable offshore fund managers, and can recommend the most sound investment based on the specific needs of a client.

• Advice regarding carefully researched local investment opportunities.
  • AQB is able to offer clients investment opportunities in a diverse range of local investments through its investment platform. Over and above this, AQB offers client niche investments often not directly available to the public through its strategic partnerships with fund managers/administrators.
  • AQB also offers higher-risk Private Equity opportunities for clients with a higher risk tolerance, who want to seek higher potential returns.
  • A direct investment offering is available where the client does not wish to complete a financial life plan, but does have specific investment requirements.
  • AQB offers bespoke portfolios through its relationship with stockbrokers, including Bruce Wolov at PSG and Melville Douglas Investment Management.
  
  
  
• Tax planning and administration.
  • AQB is a business built by chartered accountants, and therefore has a history of superior tax planning and administration services.
  
  
  
• Wills, estate planning and the establishment and administration of trusts.
  • 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 their heirs.
  • AQB offers administrative services to trusts and the partners act as professional trustees for a number of family trusts.
  
  
  
• Statutory services.
  • This includes the maintenance of statutory records for companies, close corporations or trusts.