Salvo Capital offers investment advice and wealth planning for individuals and corporate clients in terms of local and offshore investments, retirement planning and voluntary savings. Wealth planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, traveling the world, saving for your child’s education or planning for retirement.
Our wealth planning process comprises six steps that help you take a “big picture” look at where you are financially. Applying these six steps, we can determine where you are now, what you may need in the future and what you should do to reach your goals.
This process involves gathering relevant financial information, setting life goals, examining your current financial status and creating a strategy on how we can help you reach those goals and reviewing this on an ongoing basis.