Dreaming of retirement is not an option, planning for it is vital.
The age-old question facing our clients and ourselves, what is the benefit of working with a financial advisor versus not? The answer is simple!
Our experience in the wealth management sphere enables us to develop a well planned and managed estate for you.
With his Certifications from Monash where he graduated in 2005 and an Honours in Financial planning from the University of Johannesburg which he obtained in 2012. Andrew can develop the best strategy for your future financial health. The Protego ethos of learning and staying abreast of global financial trends means Andrew is able to strategise and apply the most holistic wealth plan to your portfolio.
Andrews development of Protego as a boutique Wealth Management solution means the company is interested in benefiting the client’s lives, with their deep understanding of the steps needed to achieve your goals. The prosperity and freedom which that can bring is core to what drives Andrew and has the company constantly innovating the way they look at holistic financial health.
Throughout your journey to financial freedom, you will have access to Protegos in-depth client liaison services. The value placed on strategy implementation and comprehensive analyses puts Protego ahead, as well as the revaluation of strategies which is used as a powerful tool for their clients.
Long-term strategic asset allocation and maximising your probability of success is Andrews speciality. Allowing him to create your portfolio, monitor the process and report back to you with detailed performance attribution analysis. The strategising and implementation of outcome-based decision making ensures your money is secure to plan for tomorrow’s dreams with Protego Wealth Management.
At Protego Wealth Management we believe that creating real wealth is about far more than making money, it is at the core of our ethos alongside relationship-based business. Assisting people to experience the joy of their life free from financial worry drives our persistence for excellence and innovation in the wealth management sphere.
Dreaming of retirement is not an option, planning for it is vital. Andrew and his team focus on ensuring that you have enough money to live out your years, comfortable in the knowledge that you have financial freedom and continued wealth management. In today’s economic climate saving money each month is no longer sufficient, your current financial plan does not necessarily mean a successful retirement.
Asset allocation which is the most important driver of personal wealth is at a far reduced risk when managed by professionals who strive for excellence and innovation in this ever-changing sphere of wealth management.
Fund selection and portfolio development are what we specialise in, and are vital to the initial building blocks of holistic financial health. With Andrew and his select team, you benefit from customisation, individually tailored portfolios and strategy implementation plans.
Constant rebalancing of your portfolio results in better risk control. We help you plan for tomorrows dreams. With an actionable strategy in place and our expertise at your fingertips, we can help you plan for a future which is free from financial burden and stress.
A well crafted financial plan is critical for financial freedom. A miss-step in investment can result in years of hard earned revenue eroded or lost. The stress of tax structures and inflation can get the better of one when one’s knowledge is limited or there is the perception that everything is on the line, the landscape can be littered with real and emotional pitfalls.
At Protego Wealth Management our ethos of client care at its core will ensure that not only is your money performing for you but your journey to wealth is paved with value-added knowledge and buffered by experience and supervision.
Personalised estate planning, individually tailored to meet your unique needs is a core offering at Protego Wealth Management. This service is coupled with the full bouquet of our unrivaled personal client liaison services and detailed performance analysis. The company ethos of striving for excellence and staying abreast of relevant changes in legislation helps ensure that the best planning solutions for your unique needs are strategised and implemented.
Protego takes care of the full spectrum of estate management needs. Capital gains and income tax planning and estate duty implications. The use of offshore structures and succession planning can also be core to diverse, stable estates. Business planning and providing capital and income to dependents are also covered. Plan for all possibilities, with our dynamic team on the job for you. A tailored, holistic approach to your estate’s health and management with a boutique company who are driven by your financial freedom and security.