Having worked hard to build your wealth you will certainly want to ensure that your capital continues to grow and ultimately passes to your dependants or nominated beneficiaries as smoothly and tax efficiently as possible. Platinum Financial Services can show you how to achieve this through the use of:

• Wills
• Trusts
• Estate Planning 
• Offshore Company Structures 
• Offshore Banking Structures 
• Tax-free Wrappers
• Insurance Broking

You may wish to save regularly for any number of reasons. Platinum Financial Services are able to offer the advice you need to obtain the best returns on your investments and therefore meet your financial goals.

We offer a wide range of offshore regular savings vehicles designed to suit your attitude to risk and more importantly have the flexibility to adapt to changing circumstances as they occur.

Utilising the 'Options' process we are able to provide above average returns and excellent customer service.

Helping our children or grandchildren to prepare for their future includes planning for their education today. With the ever increasing costs of education, we can assist in reducing that impact over time and develop a strategy for educational planning that is flexible enough to cover evolving goals and needs and stable enough to provide the resources you need when you need them.

Platinum recognizes that the costs of preparing for that future can have a major impact on one’s financial situation. An exploratory meeting with a Platinum consultant can show you how to dramatically reduce the impact of ever-escalating education fees by planning in advance.

Explore your dreams for retirement with assistance from a Platinum consultant. We help our clients to gather inspiration and shape their ideal retirement. Whether you are years away from retirement or already enjoying retirement today, our consultants can assist in building a personal financial plan that will maximize your retirement options. We work closely with proven offshore financial product suppliers such as Royal Skandia, Friends Provident, Scottish Life, and Generali to provide a wide range of flexible savings plans as well as traditional pension plans.

Working together with you allows us to develop a retirement strategy that suits your circumstances and enables you to achieve your retirement objectives whilst having the flexibility to adapt to changing circumstances.

At Platinum Financial Services we offer our clients what we believe to be the most flexible and cost efficient way of borrowing. Invariably this means that clients will borrow on an interest only basis. At the end of the selected mortgage term the bank requires full repayment of the outstanding mortgage amount and by utilizing flexible offshore regular saving vehicles this can be achieved more efficiently than with traditional mortgage products.

We don't like to think the unthinkable, but how will you protect your family's financial future if you are unable to earn a living as a result of an unforeseen illness or accident? Protecting your family's financial future by obtaining income protection is a valuable asset to add to one’s financial planning portfolio. The prospect of losing income for either short or long terms due to illness or injury highlights the devastating impact to one’s family that would occur following any such unforeseen event.

Platinum Financial Services has a range of plans available that will give you peace of mind.