Offshore Investments
Offshore Investment Plans : Expand Your Wealth Beyond Borders
Offshore investments provide access to global markets, broaden diversification, and strengthen long-term financial security. From capital growth and income, to tax efficiency and succession planning – our offshore strategies are structured to maximise opportunity and long-term flexibility
Independent Advice. Global Opportunities.
As an independent practice, we’re not tied to any product or provider. This means we select offshore solutions based purely on what’s best for you – with a focus on performance, flexibility, and long-term outcomes.
Your Investment. Your Choice.
Choose a self-directed option if you prefer not to have an advisor linked to your investment (no annual advisor fee), or an advisor-guided offshore plan with hands-on support (annual advisor fee). Either way, the process is structured, transparent, and built around your objectives.
Self-Directed: Offshore Investment Plan
- This option is for you if you prefer to manage your own plan but want a structured, professionally developed offshore investment strategy — designed and implemented for you.
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Plan Fee: R15 750.
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The plan fee is a once-off professional fee. Unlike percentage-based fees levied on investment capital, it stays fixed – so you don’t pay more for investing more.
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Ongoing advisor involvement is not included but can be requested on an hourly basis if needed.
Advisor-Guided: Offshore Investment Plan
- This option is for you if you want a structured, professionally developed offshore investment strategy – designed, implemented and overseen on your behalf.
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Plan Fee: R15 750.
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The plan fee is a once-off professional fee. Unlike percentage-based fees levied on investment capital, it stays fixed – so you don’t pay more for investing more.
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The plan includes full proactive management. An annual fee, starting at 0.15% and capped at 0.50%, applies to assets under management. The rate reflects the level of ongoing advisory involvement.
No matter which plan you choose, your investments carry no upfront commissions, no ongoing commissions, no exit penalties, and no long-term lock-ins. This means reduced cost drag and greater potential for long-term growth.
Implementation Options Within Your Plan
DIRECT INVESTMENTS
- Invest in neutral tax havens
- Full access to investment without penalties or restrictions
- Wide-ranging investment choice – all FSCA-approved global funds
- No commissions or exit fees
- Transparent real-time Reporting
- Access to multi-currency funds within one portfolio
- Multiple ownership options
- Access to withdraw funds at anytime
DIRECT SHARE PORTFOLIOS WITH OUR LICENSED AFFILIATES
- Access to a personal stock broker
- Self-managed share portfolios
- Derivative trading
- Access to all global stock markets – shares and ETFS
- Swiss banking facilities
- Securitised Based Lending (SBL) – Access liquidity without trading shares
- Optimised estate planning i.e. mitigate probate and executor fees
- Access to Swiss Quote and Julius Bar headquartered in Zurich
GLOBAL ENDOWMENTS
- Investable in neutral tax havens
- No Probate
- No Executor Fees
- Deferred Capital Gains Tax
- Wide-ranging investment choices – all FSCA-approved funds and ETF’s
- No commissions or exit fees
- Access to multi-currency funds within one portfolio
- Multiple ownership options
- Multiple beneficiary’s
- Multiple withdrawals allowed within first five years, thereafter fully liquid
Your future is important, but so is living well today. With Stocks+Wealth Financial Planning, we create plans that bring clarity and calm to your finances.
Start creating the life you want, today and tomorrow. Get in touch with us now.
Your future is important, but so is living well today. With Stocks+Wealth Financial Planning, we create plans that bring clarity and calm to your finances.
Start creating the life you want, today and tomorrow. Get in touch with us now.