PEACE OF MIND IN JUST THREE STEPS
There are three main areas on which you should focus to secure your legacy and achieve the deserved peace of mind when looking forward.
The internally developed CLIENT-CENTRIC approach is built around the concept of personalization of the following three pillars: PLAN, DEFEND, and GROW.
Three Steps For
Plan
Plan
LT GOALS DEFINITION
LEGACY PLANNING
EDUCATIONAL/COACHING
LEGACY PLANNING
EDUCATIONAL/COACHING
DEFEND
DEFEND
RISK MANAGEMENT INSURANCE
TAX EFFICIENCY
TAX EFFICIENCY
Grow
Grow
WEALTH MANAGEMENT
REAL ESTATE AND PRIVATE EQUITY IMPACT INVESTING
REAL ESTATE AND PRIVATE EQUITY IMPACT INVESTING
Peace Of Mind
As an elite athlete, you’ve ascended to heights where few can reach, dedicating your life to a sport that brings both unparalleled success and distinct challenges.
The pressing questions
‘What will my life hold after the final whistle?’
‘How can I sustain the lifestyle I’ve worked towards?’
‘How can I protect the wealth I created for the next generation?’
reflect a reality faced by many in your shoes.
THE TYPICAL FINANCIAL EVOLUTION
Athletes often reach the pinnacle of their careers and their highest earning potential before turning 30.
This critical period lays the groundwork for a financial foundation that supports their current lifestyle and future ambitions.
