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 future needs and aspirations, 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 towards planning your wealth 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

The Purpose of Wealth

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


Know more about  SC Wealth Select

Wealth advice made to matter

SC Wealth Select Purpose


Guiding principles to manage, grow and protect your wealth

SC Wealth Select Purpose

Portfolio approach

Improve your potential of achieving wealth goals with our portfolio approach

Empower your financial decisions

Curated reads, videos and analysis on the financial markets around the world


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