We have been involved in the investment decision making process since 2012 with specific focus on investment valuation. We believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. When you work with us, you can expect a collaboration with transparency and consistency, with your financial well-being at the heart of what we do.
SS Invest provides holistic financial planning that covers a wide spectrum of services to meet not only your needs, but the needs of your business as well.
We believe that the goal of retirement planning is to achieve financial independence through a thorough understanding of your future spending needs.
Whether in your personal capacity or business capacity; SS Invest provides tailored investment strategies that aims to optimise tax efficiency.
SS Invest’s approach to wealth management in centred around a goal-based investment strategy (GBI) that departmentalises a holistic plan into clear, client specific goals each with its own unique objectives and constraints.
The first step to effective estate planning is to understand your unique goals. SS Invest provides expert advice in achieving these goals in the most tax efficient manner.
Strategic asset allocation is at the core of effectively managing investments over the long term while short term tactical allocations are used to enhance returns.
Save and invest. A good financial plan is at the cornerstone of achieving these objectives. SS Invest provides budget solutions and low risk investment strategies that aim to compound wealth over time in-line with achieving your long term goals.
Counteracting the effects of inflation is at the heart of preserving the buying power of your investment. Over time this becomes more important as you near retirement and even more important after retirement. Our solutions will enable you to combat wealth erosion and provide you with peace of mind that your nest egg is being effectively preserved.
Making the right investments at the right time. At SS Invest we believe that holding your eggs in various baskets is less important than managing the baskets that the eggs are kept in. Our philosophy entails strategic long term investments that are actively managed while tactical asset allocation is used to further enhance returns.