WEALTH PROTECTION
DEATH AND TAXES ARE CERTAIN!
Quintus Wealth focuses
on safeguarding and protecting wealth for our clients.
The financial needs analysis conducted by Quintus Wealth offers a comprehensive overview of a client’s current and future financial situation. It takes into account assets, such as wealth and income, and offsets them against liabilities, such as debt and dependents. This analysis is a crucial exercise that enables our clients to make well-informed financial decisions based on a clear understanding of their financial standing.
/ Wealth Protection
RISK COVER
Several risks can erode clients’ wealth. These include the inability to work due to illness or disability, unplanned medical expenses, and premature death. We understand that such circumstances can have a significant impact on an individual’s financial situation. By assessing the potential risks and implementing appropriate cover, Quintus Wealth helps clients safeguard and protect against unforeseen events.
We recognise the importance of protecting loved ones and not leaving them with debts and financial burdens. Quintus Wealth can recommend life insurance cover that will provide financial security and protect family members and dependents.
ESTATE PLANNING
Quintus Wealth Financial Planning process extends to estate planning. We help clients ensure that their assets are managed and distributed according to their wishes upon their death. This includes planning for the financial well-being of dependents and loved ones and ensuring the liquidity in the estate to fulfil the wishes of the will.
By focusing on risk planning and addressing life’s unexpected events, Quintus Wealth aims to protect individuals and their dependents from potential financial hardships. Through estate planning, we provide clients with peace of mind and a solid foundation for financial security.
/ Other services
WEALTH GROWTH
COACHING SERVICES
