YOUR CHOICES                                                 
 

You Are Where You Are

You control a certain amount of wealth.  A large or small
fortune is not the issue.  What's important is - you did not
get there by accident or pure luck (good or bad).  You are
where you are by choice more than circumstance.  And you
will continue to face even more choices as you build wealth.
But can you always make the best decisions without some
help?

Your Plan is the BEST Plan                            

Cutting to the essence - and this may surprise you coming
from us as professional advisors.  The fundamental premise
on which our practice rests - is that YOUR Plan for your life,
your business and your financial future is the BEST plan.

      You do not need a Financial Advisor or Certified
      Financial Planner or anyone to give or sell you a Plan
      to fulfil your financial destiny. Listen to your intuitions,
      experience, hunches - then ask them for advice to
      IMPROVE Your Plan.

We believe that only you can make the choices that will really
work for you and your ultimate beneficiaries over time. Sure,
you may need to stress test your plan and tweak it into a
better shape on an ongoing basis, with professional help. But
your underlying vision, mission and plan should all be aligned in
an unbroken trajectory targeted to the bulls eye of your goal(s).
If you want to look at some proven ideas on effective goal
setting, management and success we can help.  That's an
important part of our business - and should be an important
part of your life.

Choice Without Local Knowledge = Risk        

Choice is great! But it's a burden when we find ourselves in
unfamiliar territory.  We may enjoy landing on a deserted
tropical island.  Beauty, tranquility, space and freedom - not
found in an office, apartment or back garden.  But the choice
of where to swim in the beach coves and where to walk in the

coconut groves may cause us to stop and think.  More the
enjoyment and thrill when we know there is no risk in consuming

nature's gifts without fear. But reliable, local knowledge is first
needed - to release that sense of freedom to enjoy, without
peril. The offshore financial market is like that island haven,
great to be in there and safe - but only with reliable, local
knowledge.  That's where we can fit into your plans.  We've
been in that market for the past three decades. You can use our
local knowledge of the people, procedures, laws and practices.

The Seasoned Expat and Entrepreneur         

Many enterprising (even adventurous) expatriates and global
entrepreneurs have a talent for building wealth.  They succeed
because they take calculated risks in their careers and lifestyles
backed by knowhow, education and experience gained initially at

home. Few jobs overseas call for trainees to be sent abroad. 
The professionals, with experience, are in demand. But most
will still lack local knowledge until they become seasoned foreign
professionals with several campaigns under their belts. 

        Many become knowledgeable to a high standard
        about the offshore world.  They think they can
        handle that part without the help of 'Johnny-Come-
        Lately' suitcase brokers who parachute into the
        Caribbean from time to time. 

True. But there is no match or substitute for local knowledge
among the settled offshore professionals.  There, trade secrets
do not reach even the most seasoned expat or entrepreneur. 
THAT is why it pays thousands in the bank for the hundreds
spent on offshore navigational guidance from a professional
advisory firm like ours. Try us and see! 

Making More Informed Choices                     

You may need help in defining, refining and aligning your plan
for greater efficiency and certainty.  On the financial, asset
allocation, asset protection, tax and liability reduction side we

can help.  Our added value to you is in helping you or your

business make more informed choices which lead to your

desired outcomes.

Who Wants to Be A Millionaire?                    

In this popular TV show the contestants are given multiple

answers to each question.  The right choice is their only

ticket to the next level and eventually the jackpot.  Running

your financial affairs is similar but it's not a game.  You have

a jackpot (or many) in mind - your life goal(s) - and you have

to win countless rounds to get there - making choices at

each step.

        Becoming a US$ millionaire is not that big a deal any
        more with the right choice of occupation and financial 
        advice. The world's richest man, Bill Gates, started out

        only wanting to be a millionaire by 30. He became a

        billionaire by 31!

But remember it's your NET worth that counts (ie all those assets

LESS all your liabilities, actual and contingent). Why is that so

important? Read on.

Focus on Both Sides of Your Coin   
               

In client conversations we hear about valuations of stock
and bond portfolios, mutual funds, properties, stock options but

seldom about mortgages, loans, overdrafts and credit card

balances. We have to ask. Most of them dislike the word 'debt'. 

But they can live with 'credit'.  

       Not knowing the difference between credit and
       debt can inhibit good financial decision-making

       - especially if one partner wants to be totally
       'debt free'.

The other partner may see the two sides of the coin in better
perspective. Credit used wisely can accelerate wealth building.
'Heads You Win, Tails You Lose' is not the mantra for asset-
liability wealth creation and can ruin many a family plan and a
many a family while ignorance is allowed to rein!  

Get An Independent, Professional Opinion    

A fully comprehensive analysis of one's corporate or personal
affairs is the greatest foundation stone you can have in building
wealth. Prepared by an independent professional firm it will take
the bias and guesswork out of your plan.  It will enable all
controllers or signatories of that wealth to read from the same
page - often for the very first time!

       With all hands on deck the vessel will sail faster
       and more enjoyably, even if you don't get there
       on time! 

We are ready to help you test drive a financial empowerment
tool kit our clients have found of exceptional value.  Why not
give us a try?  Click here for more information or click here to
get one of our Consultants to contact you for a FREE, no
obligation, guidance chat or meeting.

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