Services 2018-01-24T15:58:32+00:00


Financial Planning – Life and finances are a balancing act

Financial planning is the essential foundation for achieving a financially rewarding and secure future. SAP Wealth offers professional advice tailored to the individual requirements of each client. Our focus isn’t just about making money but also on creating new opportunities to reach your goals and objectives.

Insurance Advice – Secure Your Wealth

A major element of any wealth creation or preservation strategy is insurance. Appropriate life insurance can give you the best chance of still achieving your goals and objectives in the event that you are no longer able to work or you suffer an unforeseen health issue.
SAP Wealth provides recommendations on the various types of personal insurances as well as the best way to structure the ownership of this cover. Our advisers assist you with the application process and, in the event of a claim, take an active role in the claims management process. As part of our ongoing services, we will undertake regular reviews of the insurance market to ensure that you are on track to meeting your goals.

Wealth Distribution Planning – Avoid Conflict

Wealth/Estate Planning is a process which ensures that your property, money and other assets are distributed according to your wishes after your death.

There are typically three distinct phases:

  • Creation of the Estate – via such entities as business equity, borrowings, investments, and insurance.
  • Preservation of the Estate – outrunning inflation, reducing taxes, protection of assets from creditors and bankruptcy.
  • Distribution of the Estate – via wills trusts, business equity, debt / personal guarantee cancellation, capital gains tax, and life insurance.



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