Wealth Planning

Quantic provides comprehensive wealth planning solutions that complement our investment management services. Catering to the different needs of retail clients, families and trusts, we employ an integrated approach for various aspects of wealth management, such as:

  • Retirement Planning
  • Investment Structuring
  • Financial Protection

Our financial planners are committed to provide expert advice, tailored to your personal requirements that will preserve and increase the value of your wealth. Your investment manager will, then, implement and manage the investments within these structures.

What sets our approach apart is the detailed research process we adopt to identify investments that meet our strict criteria. Our holistic approach enables us to always make recommendations that are in our clients’ best interests.

Retirement Planning

Retirement is a crucial part of wealth planning. The average life expectancy, as well as the state pension age, is increasing globally and this has a substantial impact on each person’s retirement plans.

Regardless of what life stage you are in, it is critical to get sound and dependable advice with regards to your retirement plans. Whether you want to establish or assess existing retirement planning strategies, we are here to help you ensure a comfortable retirement.

We will help you focus on the three key elements of retirement planning; that is accumulation, investment and benefit strategy. The integration of these essential elements is critical in order to deliver an efficient and flexible retirement plan.

Giving you expert advice to plan for your future is a big part of our business. Our specialists will work by your side to determine your retirement income goals and assist you to make informed decisions in order to make the most of your retirement.

The value of an investment is directly associated with the performance of the strategy selected, thus it may fall as well as rise. Investors may get back less than the amount invested.

Investment Structuring

Our mission is also to provide the best possible tax returns to our valued clientele. This entails ensuring that all investments are made in the most tax efficient way. We take pride in staying current with all the developments in the field and frequently assessing our strategies in order to ensure maximum tax efficiency for your investments.

Deciding how to invest your money can be a daunting task. That is why we have designed two risk-related portfolios from our broad spectrum of funds to help you select the most suitable investments and achieve your goals.

Growth Portfolios
Quantic’s Growth Portfolios are targeted to individuals who want to increase the value of their assets and attain capital growth in the medium to long term. These could be persons investing for the future or saving to pay for university fees or retirement. We offer five Growth Portfolios for investors with different levels of risk tolerance.

Income Portfolios
Income Portfolios are designed for those who want to create a sustainable level of income. They are ideal for individuals who aim to receive additional income for retirement. We offer three Income Portfolios with different levels of risk. Please note that the higher risk portfolios will not necessarily bring a higher income, but they have a greater possibility of increasing income and capital growth in the medium to long term.

Financial Protection

Safeguarding yourself and your family against an unexpected event or misfortune should be the cornerstone of a solid financial plan. Protection is deemed necessary when the standard of living of a family is adversely affected, as a result of unemployment, serious illness, incapacity due to accident or sickness, or in the event of death.

Financial protection can give an investor considerable peace of mind. This could be done through a:

  • medical insurance and critical illness cover
  • life assurance policy
  • wage earner protection programme
  • income replacement plan
  • business protection

Quantic’s wealth planners have a great extent of knowledge in the financial protection area. They are ready to work closely with you to discuss any concerns you may have about tackling vulnerabilities and protecting your family, as well as draw your attention to financial risks that need to be considered.

We offer a broad range of financial protection solutions, our specialists will examine all available protection options, while evaluating your financial situation and future plans, and arrange the agreed solution.