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:. WEALTH PLANNING

Wealth Planning

At Amana Capital wealth planning merges the disciplines of retirement planning (accumulation) and estate planning (distribution).

We address the three most critical issues facing you as a High Net worth client:

  1. Creating, growing and preserving wealth.(Will I have enough during my life?)
  2. Planning for the use of wealth during life.(Where will the money come from to support my lifestyle and other objectives?)
  3. Planning for the distribution of wealth at death.(Who gets it when I die?)


We help you to make decisions based on a clear understanding of the tradeoffs between Growth & Income ; Risk & Return ; Spending & Security and Wealth Transfer &  Wealth control.

 

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+254 721 700 076
+254 20 235 1741
E-Mail: info@amanacapital.co.ke

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