SERVICES

WEALTH MANAGEMENT

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client’s own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.

Wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family’s current and future needs.

While the use of a wealth manager is based on the theory that he can provide services in any aspect of the financial field, some choose to specialize in particular areas. This may be based on the expertise of the wealth manager in question or the primary focus of the business within which the wealth manager operates.

ADVISORY PROGRAM

ABE Financial Group gives you a personal Advisory Program which is individualised to your needs and manages your assets and investments. This Advisory Program allows the whole investment procedure to be catered to your needs and makes it easier for you to comprehend and handle. The program will also take care of all matters relating to tax efficiency and risk management which safeguards and preserves your wealth.

ABE Financial Group offers you the best financial planning services available. Our financial consultants will guide you through every step of the advisory process. Your personalised investment profile will include the identification of your investment objectives, the length of time involved in the investment, the required income and risk management. Our consultants will manage your wealth and allocate your assets which will be included in the investment policy statement collaboration. Based on the advisory program we will select the appropriate solutions for your investment, whilst keeping your individual needs in perspective.

Any changes to your private and financial profile will automatically be updated in a timely fashion. Your portfolio will be aligned in accordance with your investment policy statement and your account carefully monitored and evaluated by our financial consultants. Our experienced team of advisors will manage Signature Managed Accounts to help you in accessing personalised individual security investment portfolios. Signature Annuities give you the experience and personal services of your own financial advisor with added advantage of a tax-deferred flexible annuity.

ABE Financial Group is responsible for the creation of your individual portfolio of investments. This portfolio may include forex currencies, Stocks, Bonds and fixed income securities. They will guide you are tailor your investments providing expert guidance. We believe that Signature Portfolios gives you the investor a greater variety of model portfolios based on mutual funds and exchange traded funds and will rebalance your regular portfolio. ABE Financial Group pursues a strict underwriting approach that puts a high priority on capital preservation and risk-mitigation, while maintaining attractive upside optionality. Likely sources of protection include a recurring cash flow, strong asset values, structural protections, hedging, or by other means.  Our disciplined approach balances capital preservation with value creation. By doing so we generate consistent high quarterly returns on all the cycles.

OFFSHORE TAX PLANNING

 Offshore Tax Planning Strategies. As with any Tax Planning Strategy, there are potential risks associated with taking the offshore route but the potential rewards can make those risks worthwhile. We can refer you to an accomplished offshore tax planning specialist who can help you decide whether this sort of strategy is the best for you and your company.

We invest with a focus on alternative credit and a commitment to delivering attractive risk-adjusted returns and capital preservation for are clients. We target fundamentally sound start-up businesses in need of liquidity or capital structure transformation and take a lead role in the financial restructuring process. Market performance has been seen to be more unbalanced and become relevant in recent times, including the absence of liquidity in the marketplace. This lack of liquidity in the markets cannot be taken on face value as the basis of the changes that have occurred in the liquidity conditions recently.

We believe that financial clarity can be achieved by implicating and applying complete preparation and fundamental analysis before we recommend any potential investments to our investors. Our team provides continuous advice on capital preservation to all of our clients, giving the client a much clearer view of their financial portfolio and simplifies the approach to wealth management.