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SC Wealth Select Purpose

Today, Tomorrow and Forever

Grow, manage and protect your wealth for yourself, your family and beyond

Our approach to wealth

Planning for today

Securing tomorrow

Building for forever

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.
      • Meeting near term spending needs
      • Savings for emergencies
      • Protection
      • 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 future needs and aspirations, and ensuring your wealth portfolio grows to meet them over your lifetime.
      • Wealth accumulation
      • Hedging against inflation
      • Saving for an investment property
      • Retirement planning
      • Planning for children’s education
      • 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 towards planning your wealth to improve the lives of family members and the generations to come.
      • Wealth transfer
      • Life cover (to manage estate tax)
      • Unlocking the value of property assets
      • Orderly transition of Business interests
      • Private Equity
      • Trusts
      • Estate planning structures
      • Growth portfolio – mutual funds, equities

The Purpose of Wealth

Gain better control of your wealth through our Today, Tomorrow, Forever approach.


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