APIO WEALTH


“Wealth is a journey, not a race”

 

At Apio Wealth our philosophy is partnering with our clients’ long-term visions, empowering them through extensive research and expert advice.

Our team of industry professionals ranging from Wealth and Investment Managers, Tax Advisors, Trust Attorneys, to Risk, Fiduciary and Offshore Specialists ensure that your entire portfolio is managed by a single Private Client Services Firm. This enables Our Entire Firm to be on the same page at all times and allows for us to advise, plan and manage your entire portfolio in the most streamlined cost effective and tax efficient structures.

Our primary services are:

 

Wealth Management

  • Balance Sheet Analysis
  • Asset-Liability Modelling
  • Cash Flow Modelling
  • Family Office

Financial Planning

  • Retirement Planning
  • Estate Planning
  • Fiduciary Services
  • Tax Planning

Investment Management

  • Bespoke Portfolio Management
  • Segregated Mandates
  • Offshore Portfolio Management
  • Corporate Cash Management

Employee Benefits

  • Group Risk Benefits
  • Pension and Provident Funds
  • Group Retirement Annuities
  • Employee Retirement Consulting

Business Assurance

  • Partnership Agreements
  • Buy and Sell Insurance
  • Key Person Insurance
  • Contingent Liabilities Insurance

 

For more information, contact wealth@apio.co.za