Total Asset Management (TAMS) allows you to choose the products and services that will make it easier for you to manage your financial affairs. It allows you to consolidate aspects of your personal finance with your own Asset Management consultant.
TAMS helps relieve the burden of the day-to-day management of your financial affairs because once you subscribe to this service, you can be sure that your assets will be protected from poor investment decisions, you will have one point of contact for all your banking and financial needs, your tax return will be completed and returned on time and your will and estate plan will be in order.
This product is mainly aimed at those approaching retirement or who have already retired. However, you will also benefit from this product if you are struggling to keep track of your investments and you want to enjoy peace of mind knowing that your financial affairs are in order.
Tailor the Total Asset Management solution to suit your individual needs. Simply sit down with one of our specialists and choose which services you require, ranging from share portfolio management, property management, will drafting and reviews to estate planning and tax services - amongst others.
The price is dependent on the type of assets, value of assets placed in your TAMS portfolio and the number of services that you decide to make use of.
Your assests are protected from poor investment decisions.
The management of your financial assests is simplified and expert advice is available to you.
You get a dedicated Assest Management consultant.
Your bills are paid and your tax return is completed and submitted.
Your will and estate plan is in order.