Offshore Investments
Offshore Investment Plans : Expand Your Wealth Beyond Borders
Offshore investments provide access to global markets, enhance diversification, and strengthen long-term financial security. Whether your focus is capital growth, income, or both, we offer strategic offshore investment plans and expert portfolio construction to maximize opportunity.
Independent Advice. Global Opportunities.
As an independent practice, we are not tied to any single provider or investment product. This means we can select offshore investment solutions based entirely on what works best for you – focusing on performance, flexibility, and long-term success.
Your Investment. Your Choice.
Choose a fully managed offshore investment plan for hands-on expertise or a self-managed approach if you prefer direct involvement. No matter your choice, our process remains clear, structured, and transparent from start to finish.
Self-Managed Plan
- This option is for those who wish to manage their own portfolio but need support with designing and implementing a customized offshore plan. Advisor involvement is limited to periodic reviews or as needed
- Upfront cost: R15 750.
Managed Plan
- This option is ideal for those needing assistance with designing and implementing a customised offshore plan with ongoing management.
- Upfront cost: R15 750. An additional annual advisory fee, capped at 0.5% of the invested capital applies.
Investment vehicles used within offshore investment planning services are non-commissionable, with no exit fees or penalties.
All monies invested flow directly to FSCA-approved funds.
Investment Vehicles to Implement Your Strategy
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.