Personal and Group Financial Planning

Secure your future with personalized financial planning.

There are very few employees whose motivation to go and work is for the sake of working. Majority of the working people share a common objective of seeking to create wealth and to protect that wealth either for themselves or their loved ones.

The AMG Financial Planning Division specialises in giving well researched and individualized financial advice to both individuals and employee groups. Their advice includes aspects regarding estate planning (Trusts and Wills inclusive), retirement planning, employee group schemes, pure wealth creation investments, and exit strategies. We also focus on the impact of the provisions of deemed capital gains tax and estate duty.