Wealth Continuation

Make provisions for your golden years so you can be self-sufficient and enjoy a comfortable retirement, allowing you to take care of your family even beyond your lifetime. To ensure wealth continuity, families will often utilise structures and processes to ensure wealth is sheltered and protected from taxes, courts, and… family conflict.

Retirement Planning

It’s prudent to invest some of today’s income and make it work for you during your career so you have the lifestyle and income you want at retirement.

Estate Planning

Any Estate Plan should be well thought out and robust. Ensure your matters are structured tax efficiently so that any residual estate can be passed onto those you want to benefit.

Tax Planning

Let us review your situation and make sure we follow a plan which sees you and your ultimate beneficiaries pay the lowest taxes possible.

Trust & Fiduciary Services (Asset Protection)

Asset protection followed by efficient passing of them to your beneficiaries are the two main goals of our fiduciary services.

Discover our recommendations for every stage of your life and financial planning journey:

Platinum Financial Services – working for you

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Corporate Services

Solutions for easy and tax-efficient management locally, with a global perspective

Platinum Financial Services offers a wide range of corporate solutions helping to satisfy a wide range of protection, employee retention and admin needs of a modern company. Our services include group insurance solutions, MPF fund allocation advice and group retirement plans to help you retain talent and run your company smoothly.

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