Ours is the fully independent type, offering the comprehensive and optional services package from financial planning, through the accompanying investment portfolio allocation programme, and to retirement and generational transfer strategies, with your investment assets safely custodied at StanbicIBTC Nominees, our appointed custodians.
We offer three (3) main products to match your life phase financial plan that affords you the necessary focus on the crucial objectives and specific goals to be met in transition.
- The TAXI is the most basic of the three and is targeted at clients age 21 to 30;
- The FLIGHT is next and focused on clients age 31 to 45 and;
- The DESTINATION is for clients age 46 and above.
OFFERING SYNOPSIS
Each package represents the very starting point of our relationship with you where you have no existing plans and on the contrary, a comprehensive review of your existing plan will be the starting point of our relationship with you. Our processes are quite simple to understand and seamless in operation amongst the principal parties to your assets under advisement with us. One of the beauties of our service package is that you can be your own investment manager under our non-discretionary programme, whilst under the discretionary option, investment portfolio management is outsourced to expert money managers duly selected from our current accredited list based on a number of critical parameters including the investment philosophy, decision making process, asset classes, fees and verified performance track records.
At KingsThrones, the flexibility of our service offerings, all in your best interest always is one of the rarest assurances you get to keep you on track of your life financial goals and all the pleasure of that starts with a click on the button below.
