Specific services offered:

• wealth design SMALL BUSINESS FINANCIAL MANAGEMENT SUPPORT

  We provide the services of a Chief Financial Officer to small and medium sized businesses, for a fraction of the price of engaging your own expensive resource. Our range of services, worldwide, allows us to provide a truly "one-stop-shop" of financial services for any small business, from accounting and tax services to financial planning and wealth creation.

By engaging us on an hourly or monthly retainer basis we will be there when you need us and it will cost you between 10 and 15% of  engaging a full time CPA or CA. Plus, because we can match your needs to the appropriate service, you do not pay top dollar for a CPA to do your bookkeeping, or engage a bookkeeper to prepare your financial or business plan or help you make those key financial decisions.

We all have our important role to play in a business, so get the right people for the right job, and start right now. Contact us for a no obligation meeting and written proposal (available only in Charlotte NC, and Johannesburg, South Africa).

• Wealth Design Personal Financial Planning

  We provide a complete assessment of your financial position, now and in the future and prepare a personalised plan designed to fit your criteria and meet your desired objectives Contact Us
  
  

• Wealth Design Investment & Asset Management

  We implement your investment and asset management strategies, both locally and internationally.
  We manage your investment portfolio in Stocks (Private & Listed), Mutual Funds, Cash, Property and Venture Capital investments. 
  We monitor your portfolio on a daily basis with personal feedback when appropriate. 
• We provide you with 24/7 Internet access to monitor the performance of your portfolio against the agreed plan, from anywhere in the world Contact Us
  
  

• Wealth Design Corporate Finance Services

  We undertake Business Valuations and Analyses; Consult and advise on Mergers and Acquisitions; Provide Business Disposal Advice and Assistance and Design Funding and Capital budgeting strategies Contact Us

• We are pleased to be able to offer great foreign exchange services from Moneycorp. Go to www.moneycorp.com for more or Contact Us

  
  

How we operate:

When we receive an enquiry from a prospective client we like to visit with that client at their place of business. This first visit will take about one hour and will not incur any costs. It is a fact finding exercise for us to gain an understanding of your business and personal financial position, as well as your needs so that we are able to provide you with a written proposal.

Within a week of meeting with you, we will forward you a detailed proposal setting out what we can do for you and what we will charge. Our services will run from Administration and Accounting Services on a monthly basis, Annual Financial Statements and Tax Preparation (we will link up with a CPA for this purpose), to Corporate Financial Management and Investment Management Services for the business, the business owner and their family.

If you accept our proposal we will meet with you again to finalise your personalised plan to build the your wealth to the agreed level. This would entail assessing your expected living expenses in "dollar terms" in the future, and comparing this with your current financial wealth. Our expertise and experience will be utilised to calculate how you get from today, to be able to afford your projected way of life in the future.

It's useless having a plan of action without implementing and monitoring its performance. We, unlike other financial advisors, won't just recommend a product, sign you up and then move on to the next client. We stay with you for the duration of the plan, to ensure that you meet your goals.

We will report monthly via email on performance of the portfolio. If the client is a business owner and we are responsible for monthly accounting, we will report monthly on this as well. Quarterly we will review the portfolio and compare it to the plan, providing commentary as required.

Our expertise extends to business finance and corporate strategy and structure. So when we review your financial position, we are able to critically assess the value of the business and advise on potential business decisions to be considered, which would maximise your wealth.