Your path to holistic financial wellness starts here

With the combined specialist knowledge of our eight subsidiaries, we’re able to tailor make holistic financial wellness solutions for your business at every stage of its lifecycle – from inception and growth through to maturity and exit through sale. Whether it’s structuring your investments, developing a succession plan or implementing an employee wellness solution, here’s how we can help.

Our tailored solutions

A good legacy is defined by what you leave behind. An excellent legacy, by the hands you leave it in. We’ll help you with a business succession plan that gives you peace of mind that your hard work and lifetime of effort is well taken care of once you hand it over to the next generation.

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Our tailored solutions

Invest in the wellbeing of your most valued assets – people – and watch them thrive under our superior employee benefit and corporate wellness consulting programs. An enriched working environment will also elevate your staff’s productivity while taking creativity to new heights.

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Our tailored solutions

Globalisation has made setting up a diversified offshore investment structure simpler than ever. With our global partners, we’ll guide you in creating a compliant, efficient, and effective offshore strategy tailored to your financial goals.

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Our tailored solutions

Managing employee benefits, payroll, and compliance doesn’t need to be complicated. With our Premium EB solution, we simplify and streamline it all, giving you a centralised, expert-led service tailored to your company’s structure, culture, and people.

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Tailored Solutions FAQ’s

Business succession planning refers to the process of preparing for the orderly transfer of ownership and management of a business to new individuals or entities, whether it be family members, key employees, or external buyers. It involves creating a comprehensive strategy that outlines how the business will transition from its current owner to the next generation or successor.

A financial wellness programme can lead to reduced employee stress, increased productivity, and a more engaged workforce. It also demonstrates the company’s commitment to the overall well-being of its employees, enhancing employee satisfaction and retention.

Consider factors such as your company’s risk tolerance, liquidity needs, time horizon for investment, tax implications, and the costs associated with different investment options (e.g., asset swap facility fees). It is also important to consult with a professional to build a sound offshore investment strategy.

Business succession planning refers to the process of preparing for the orderly transfer of ownership and management of a business to new individuals or entities, whether it be family members, key employees, or external buyers. It involves creating a comprehensive strategy that outlines how the business will transition from its current owner to the next generation or successor.

A financial wellness programme can lead to reduced employee stress, increased productivity, and a more engaged workforce. It also demonstrates the company’s commitment to the overall well-being of its employees, enhancing employee satisfaction and retention.

Consider factors such as your company’s risk tolerance, liquidity needs, time horizon for investment, tax implications, and the costs associated with different investment options (e.g., asset swap facility fees). It is also important to consult with a professional to build a sound offshore investment strategy.

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