A personalized approach to wealth management.

Trust is the cornerstone of any successful partnership. A responsible portfolio manager understands this and will work to provide a service based on your unique circumstances, investment goals and objectives and knows that it is imperative for her to do what’s right for the client.

Wilma Larratt-Smith’s unshakeable commitment to her clients places your interests first. Expect clear explanations, highly responsive service, carefully customised portfolios, and advice based on solid expertise. Wilma’s dedication to providing long-term investment strategies is matched only by her commitment to the most exacting professional standards. Both have produced lasting relationships with her clients, often extending across generations of the same family.

Wilma’s approach reflects her values. Her exceptionally personalised service, based on principles of accessibility, honesty and good faith, prioritizes the protection and growth of your assets. Beginning with a dialogue about your goals and aspirations, she will guide you through all the components of wealth planning, including risk management, investments, retirement, tax and estate planning, insurance, philanthropy, and business succession.

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 December 2018
Whatever you do, don't look now
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3 December 2018
The biggest loser
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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