PRIVATE WEALTH MANAGEMENT
PRIVATE CLIENT WEALTH MANAGEMENT
Omega Capital offers a range of bespoke and individualised services to help you preserve and grow your wealth and achieve your goals, whether that be retiring financially independent, or leaving a legacy for future generations.
We can offer you specialist wealth management with bespoke portfolios built specifically to deliver your desired outcomes.
This includes:
- Personalised investment portfolios for discretionary and compulsory monies.
- Local, asset swap and international investment portfolios.
- Estate and testamentary planning, as well as guidance on fiduciary services
- Full investment portfolio analysis.
- Financial needs analysis for death, disability and retirement.
- Healthcare consulting.