Global Wealth Advisory is an independent, global financial services provider. We help individuals, families and business owners protect, grow and manage their wealth through local and global solutions built around their goals. Live local, plan global.
Ongoing oversight of your whole portfolio, built around your goals and reviewed as your life changes.
Access to offshore and cross-border opportunities, so your money isn't limited to the local market.
Building, preserving and drawing an income from your retirement capital, modelled well into later life.
Keeping your shorter-term money working sensibly, with the right liquidity for what's coming next.
Cover for life, disability, severe illness and income protection, so a setback doesn't derail the plan.
Wills, trusts and estate structuring, so your wealth passes on the way you intend, with less lost to estate duty.
Risk and continuity solutions for business owners, including buy-and-sell, key-person and group cover.
A full picture of where you stand across everything you own and owe, as the starting point for any advice.
Choosing the right medical scheme and adding gap cover to close the shortfall between what your plan pays and what specialists actually charge.
That's normal, and it's exactly what a first conversation is for. Book a relaxed call and we'll work out what actually applies to you.
Lemarque Sadler