achieve success
together
Why walk alone,
Wealth
Investment
Insurance
Retirement
Lifestyle planning made easier.
we think differently
Quadrant Wealth is an independent wealth management firm that challenges traditional financial thinking in a way that's innovative and objective.
Our multi-dimensional skills in private banking and lifestyle planning ensure we have a holistic understanding of your every need, thereby advising on solutions that are relevant.
Having a better understanding of your overall financial situation results in improved outcomes.
We embed value to affluent and professional families.
We achieve success for our clients.
We efficiently problem solve and strive to enhance your financial outcome.
INNOVATE & CONSOLIDATE
We seamlessly integrate your portfolio through a single end to end service.
INDEPENDENCE
Client first approach
We choose independence above affiliation so our solutions are relevant and unrestricted.
HOLISTIC
We advise on every facet of finance so you have greater control over your financial future.
FEE MODEL
Family based fee structure scaled according to your level of engagement.
Our solution, your choice.
No two investors are the same and this is why we created a full suite of solutions to meet your every need. A conversational approach to problem solving your lifestyle needs in an easy to understand way.
Lifestyle plan that ensures you achieve the life you want to live. Financial clarity empowers you to make informed decisions about your future.
SCENARIO PLANNING
A broad choice of investment and customised solutions centred around your need, risk tolerance and investment objective.
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INVESTMENT & RETIREMENT STRATEGIES
A well structured plan ensures sustainability of your business and a transfer strategy to mitigate any taxes and unexpected events.
BUSINESS CONTINUATION
Clients who embark on this journey,
discover new opportunities.
We facilitate and simplify your foreign exchange application with extremely competitive FX rates.
Guaranteed to beat a formal quote from major banks on any currency.
Through our partners we offer tax clearance, emigration and expat tax advice.
FOREIGN EXCHANGE
The convenience of reviewing your short term insurance and ensuring the cover is relevant.
MOTOR & HOUSEHOLD INSURANCE
Whether leaving assets to heirs or protecting your lifestyle from unexpected events such as illness and disability.
LIFESTYLE PLANNING
PROTECT YOUR LEGACY
Ensure a smooth transfer of wealth to the next generation and avoid unintended consequences & taxes.
WILL & ESTATE PLANNING
Assist companies with an objective analysis of their current employment scheme and lifestyle programs.
EMPLOYEE BENEFITS
Our strategies are personalised so they always remain relevant to your needs.
This is how you benefit
You're at the core of everything we do and our principle of client first ensures we add value every step of the way.
The end of one size fits all.
There is an inextricable link between the quality of the advice and the appropriateness of the fee paid. We ensure your best interests are taken care of and transparency becomes the new norm.
A free exploratory consultation will provide you with insight into our professional practice. You choose the option that best meets your requirements.
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Drafting report and strategy.
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Lifestyle Analysis.
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Cash Flow plan.
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Formulating a proposal for portfolio construction.
SCENARIO PLAN & WEALTH STRATEGY REPORT
Three hours of advice and professional service per month, comprising:
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Telephonic discussions and recommendations
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Face to face meeting when required.
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Consider and discuss ways to optimise personal, financial, and banking needs.
Hourly rate for clients who only want a second opinion.
RETAINER
&
CONSULTING
Consider the most economical way to achieve your objective.
SPECIFIC NEED
Our family based fee model is designed to reward investors who have entrusted us with their assets. It's this stewardship where our on-going advice can save you 1.6% - 4.4% of annual fees.
The value of advice
Shared value at an affordable price with advice that is right for you.
We collaborate as one so we can deliver high quality advice with service excellence.
The team.
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Never put off till tomorrow what can be done today" Thomas Jefferson
Wendy Dobson
Professional Administrator
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TIME IS A SCARCE COMMODITY
Life doesn't always wait and follow a set schedule. Make it count and contact us for a 30 minute free consultation.