Additional information

Overview:

Offer simple access to the stock or money markets
Life Cycle risk profiled unit trust funds make it easy for investors who are not sure how much risk they want or when to change their portfolios. We do that for you. Younger investors with longer time horizons can afford to take higher risk with capital growth as the major objective, while older investors closer to retirement require lower risk with capital preservation as their major objective. We determine how much risk is good for you and which fund managers to use on an on-going basis.
Southern Charter Financial Planning Services offers Clients assistance in addressing their financial needs and objectives. For a nominal fee you can get a co-ordinated and comprehensive financial plan, including recommendations on reducing income taxes, building and allocating investment funds, financing education, planning for retirement and estate analysis.
Southern Charter Financial Services consultants can provide the necessary insurance protection a business requires during every phase of the life cycle - including buy /sell agreements, key employee insurance and group insurance protection.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.