Wealth creation is a crucial building block in the process of financial planning that is required to provide for future financial freedom. This entails the management of regulated risk-profiled portfolios (unit trusts) and equity portfolios.
We have specialists able to assist with optimal portfolio construction, risk profiling and diversification between different asset classes. Whether our clients prefer a discretionary portfolio or more participation in their investment activities, our process is rigorous, dynamic and aligned to deliver solutions that meet their detailed needs.
Although we mainly focus on investments and retirement planning, we realise the importance of risk management as part of the planning process. Therefore, we will conduct a comprehensive financial needs analysis, providing the client with death, disability, trauma and income protection solutions. We source risk solutions based specifically on what is in the best interest of the client.
As a part of comprehensive financial planning, we look at our client’s medical aid, gap cover and short term insurance. We do not offer these services in-house but refer them to specialists in the fields.
Autus Corporate can help ensure the financial security of employees and their dependents by providing financial advice and education services via their employer.
With a wealth of experience and a network of associates, the Autus team can advise companies who require assistance with determining the optimal solution for providing group benefits for their staff.
Many of our clients want to make a difference, not only for their own families but also for a greater cause. With the right advice, our clients’ good intentions can become their lasting legacy. By partnering with our non-profit organisation Autus Care, we can assist clients in strategically allocating and managing philanthropic donations. We also ensure that all NGO / NPOs eligible for consideration are properly screened, governed well and are managed effectively.