THE ELITE WEALTH MANAGEMENT
STRATEGIES FROM PLATINUM FINANCIAL PLANNERS CO. LTD.

Platinum Financial Planners Co. Ltd. only deals with product, investment and service provides of the highest quality, reputation, probity and performance.

Ultimately, it is Platinum Financial Planners Co. Ltd. people quality, commitment to excellence and business independence that so positively sets it apart in the highly competitive world of high net worth Private Client wealth management.

A VERY PERSONAL SERVICE

All matters are discreetly and personally tailored to the Client’s requirements and financial objectives, and confidentiality is a by-word.

Confidence and trust between Platinum Financial Planners Co. Ltd. and its Client are vital.

Full transparency is built into the contractual arrangements surrounding our service standards and management of the Client’s financial affairs.

TAX FREEDOM AND EFFICIENCY

Platinum Financial Planners Co. Ltd. will examine all of the crucial taxation issues with the Client.

We strongly favour International Offshore Financial Centres (IOFC’s) – so- called Tax Havens – for banking, investment, and company and trust formation due to their tax efficiency and client confidentiality legislation.

ESTATE PLANNING AND TRUSTS

Platinum Financial Planners Co. Ltd. designs solutions for allowing accumulated wealth to be transferred tax efficiently to the next family generation or any other designated beneficiaries.

Using Discretionary Trusts, Platinum Financial Planners Co. Ltd. is able to provide a wide range of innovative and effective estate planning options, based upon the Client’s citizenship, domicile and future objective.

DISCRETIONARY FUND MANAGEMENT

Through Platinum Financial Planners Co. Ltd. high-level connections in the global investment world, Clients receive full Discretionary Fund Management facilities in concert with our asset and portfolio management partner.

Balanced share, bond, mutual fund and alternative investment portfolios are created exclusively for each individual Client, reflecting the person’s attitude to risk and broader financial objectives.

MAJOR PEOPLE COMMITMENT

It is maxim in the financial services world that “this is a people business”, where close personal relationships and commitments are the keys to lasting and successful business relationships.

Platinum Financial Planners Co. Ltd. principals are highly experienced with wide ranging global and regional financial sector connections. We continue to invest in top-level marketing, investment, accountancy and administration professionals.

SIMPLY THE BEST

Only the best is acceptable for our Clients, who enjoy the range and quality of this most comprehensive and innovative approach to Private Banking, Discretionary Asset Management and Global Financial Planning.