Financial planning designed for you and your goals
Engineers & ETOs
Tell us a little about yourself
Answer four quick questions so we can show you the most relevant ways we can help you.
Question 1/4
How many years have you worked in the Superyacht industry?
Question 2/4
Your country of residence?
Standard Bank Account
Existing Account Transfers
Help your crew secure their future
Buy your overseas property
Protect Your Income
Open a regular savings account
Save for a house desposit
Achieve your retirement income goals
Smart single lump sum investments
Achieve your dream with a Documented Financial Plan
Get your documented financial plan
Update your financial plan
South African Tax Services
Financial planning for superyacht ENGINEERS
Because we are detail orientated financial planners, we use a documented financial plan as the foundation of all the services we offer our clients. We adapt each plan to your personal situation and future goals, be it within Superyachting or back on-shore.
Working on-board as an engineer requires precision, skill and the ability to work under pressure. To help you continually deliver at work, we take the stress out of managing your finances and your retirement fund. We are available to talk when it suits your schedule, not ours.
STOP MAKING EXCUSES
Start planning your financial future today. Simply tell us what matters most to you, and we’ll build a solid financial plan to help you achieve it.