wealth management

This unit specialises in:

• Investment and Retirement Planning
• Asset and Portfolio Management
• Risk Assessment
• Estate and Tax Planning
• Business Assurance

Financial Planning

Halcyon Financial Solutions endorses and practices international financial planning processes, whereby the adviser meticulously gathers information on the client’s needs and financial situation. A strategic plan is then recommended according to their financial goals, risk-sensitivity and stage of life. We provide thorough and carefully considered recommendations and guidance to ensure the client makes an informed and educated decision with ease. Once finalised, the plan is implemented and monitored. Regular feedback is provided by the adviser. We place a high value on building strong and lasting client relationships based on trust and premium service.

Investment Management

When it comes to managing investments, we don’t believe in a ‘one size fits all’ approach. Each of our clients is unique and every investment account is individually designed. We identify the unique strategy, investment style and asset mix that provides the best possible fit for our client. We take a comprehensive viewpoint and review all criteria: cash flow, investment goals, time horizon, diversity, future cash flow and risk assessment. Based on this we structure a customised solution that meets our clients individual needs. Halcyon Financial Solutions’ size allows clients to benefit from service levels, investment opportunities and structures that are normally only available to very large investors.