Our mission
To assist our clients in putting together a comprehensive plan that when carefully and properly implemented will enable them to spend their sunset years in peace knowing that they will be taken care of, and their legacies will be preserved after their demise.
Our vision
To be the leading platform that helps individuals achieve peace of mind, wellness, and fulfilment during their sunset years.
About us
It is only appropriate that you get to know who we are considering the magnitude of the subject matter that led you to us. We are experienced professionals with background and training in key aspects of planning – financial and tax, lifestyle, asset protection, business succession, and end-of-life planning (last wills and testaments, trusts, durable power of attorney, advance health care directives, burial instructions, and other miscellaneous matters). We are accountants, tax experts, attorneys, socio-therapists, and life coaches. We are real people with real-life experiences and stories.
We are sentimental about three things:
Quality values rooted in professionalism
Satisfaction of people with a stake in our success
Integrity of time, information, processes, and people
Our Ethos:
Meet the Team:
A group of dedicated professionals passionate about making life’s transitions easier for everyone.
JOA
Founder /CEO
XYZ
HEAD OF OPERATION
MKO
DIRECTOR OF ICT
INFO
CUSTOMER CARE