AsiaPac Investment Consultants provide an analysis and recommendations based upon your personal needs, aims and ambitions. Whether you have capital to invest, or you wish to save regularly, our constantly updated research enables us to recommend the most suitable investment vehicle.

Personal Investment Portfolios

For Clients with cash deposits who are looking to optimize returns, we offer a Personal Portfolio service. Using prudent diversification, based upon agreed criteria, we source managed Funds which have a track record of providing consistent and above average returns. As a consequence a Portfolio can be constructed that reflects personal interests and opportunities worldwide. Significant discounts are available that can result in this being a more cost effective means of accessing Unit Trusts or Mutual Funds than by buying direct.

Once established, the Portfolio is reviewed in depth either quarterly or monthly with a valuation. However, should a client require it, such a valuation can be made available on an ad hoc basis.

Retirement Planning

AsiaPac Investment Consultants can provide the in depth information required to establish flexible retirement plans which are designed specifically for your changing needs and financial circumstances.

School Fee Provision

All parents want the best for their children. This can often mean making provision for private education at fee-paying schools. Planning in advance, via a specifically tailored savings vehicle, can ensure that the funds are available when required.

Trusts

Trusts can be used to avoid delays and costs of estate administration; to protect assets from seizure or exchange controls; safeguard the interests of minors and help minimize inheritance tax liabilities.

A Trust can be anonymous and is completely confidential. It can be used to hold stocks, shares, bank deposits and other investments including real estate. AsiaPac can advise you on whether or not a Trust is suitable for you.

Tax Efficiency

Tax regimes are often complicated, and identifying the most appropriate investment strategy requires specialist knowledge. AsiaPac Investment Consultants can help to ensure that you do not pay more tax than is necessary.

Unit Trusts

By investing in Unit Trusts, Clients can gain valuable diversification, without the administrative worries and costs of investing in many different stocks. A Unit Trust invests in a spread of assets which can be general in nature or more specialized, for instance; geographically or by asset type.

Other Services

AsiaPac Investment Consultants can also assist in other areas. These include: establishment of personal banking facilities; property purchase and financing; life cover; disability insurance; frozen pension transfers; medical insurance; wills; corporate pension plans.