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FINANCIAL ADVISORY SERVICES |
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LIFE ASSURANCE
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Ability offers policies for corporate clients, their families, their partners and their staff. Our association with major life assures enables us to formulate the best portfolio for you in an objective and cost-effective manner.
If it’s cover against death, disability or dread disease that you need, then planning for a financially secure future that is managed tax effectively is an important part of any personal financial plan.
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RETIREMENT PLANNING
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Upon resignation from your company one of our financial planners can assist your employees to preserve their retirement funding by using a Preservation Fund.
Should your employees reach retirement age one of our financial planners can advise the member to maximise the pensionable income and minimise tax by investing into a Living Annuity.
We offer personal financial planning services to your employees at no cost to the member or company in assisting them by preparing a Financial Needs Analysis to achieve the member’s retirement goals and objectives.
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ASSET MANAGEMENT
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Corporate and personal funds need to be invested to maximize after-tax income and potential growth. By planning a balanced portfolio of assets according to the client’s risk profile, Ability is able to minimise depreciation and at the same time ensure that the client’s investments earn the best possible rates of return both domestically and internationally.
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TAX AND ESTATE PLANNING
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Ability can establish a flexible, long-term tax plan for a client, incorporating trusts, wills and estate duty that may be linked to investment portfolios and tax efficient structures. The group aims to optimise the client’s after tax income and protect existing assets from undue taxes.
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