Today, Tomorrow and Forever
Grow, manage and protect your wealth for yourself, your family and beyond
Our approach to wealth
Planning for ‘Today‘
Ensuring you have the liquidity and stable cash flow to meet your near term needs and lifestyle, by matching your current assets and resources against expenditure.
Primary financial needs
• Meeting near term spending needs
• Savings for emergencies
• Protection
Investment solutions
• Cash & cash equivalents
• Fixed income instruments
• Mutual Funds paying distributions
• High dividend equities and REITS
• Life/medical/disability/property/car insurance
Securing ‘Tomorrow‘
Having a clear view of your financial goals and future needs, and ensuring your wealth portfolio grows to meet them over your lifetime.
Primary financial needs
• Wealth accumulation
• Hedging against inflation
• Saving for an investment property
• Retirement planning
• Planning for children’s education
Investment solutions
• Growth portfolio – mutual funds, equities, bonds, private assets, hedge funds
• Insurance
• Endowment plan
• Real Estate / Property
Building for ‘Forever‘
Focusing on a longer term view of investment planning to improve the lives of family members and the generations to come.
Primary financial needs
• Wealth transfer
• Life cover (to manage estate tax)
• Unlocking the value of property assets
• Orderly transition of Business interests
Investment solutions
• Private Equity
• Trusts
• Estate planning structures
• Growth portfolio – mutual funds, equities
How it works
Our wealth planning considers your situation, background and needs. Here are some examples.
Dual-income family with two children in school
Investor’s goals: Children’s education and retirement planning
Business owner with spouse and two grown up-children
This investor reinvests profits into the business, and owns investment properties.
Investor’s goals: Wealth transfer to their children and supporting their philanthropic interests.
Our approach to managing wealth
Our approach to wealth
SC Wealth Select
Grow, manage and protect your wealth
Principles
Guiding principles to manage, grow and protect your wealth
Portfolio approach
Our portfolio approach improves your potential of achieving your wealth goals
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