Our main strategy is geared towards the preservation and enhancement of wealth for our clients and future generations. We adopt professional investment advice from competent independent financial advisers.
Personal Savings Trust
Our Personal Savings Trust is a product that offers you the ability to set aside a lump sum; or save gradually and consistently towards your medium to long-term goals such as a future investment, property purchase, vacation plans, or even entrepreneurial goals.
- Flexible contribution of N10,000 and above; or lump sum savings
- Funds are professionally managed to generate returns
- Easy entry and exit
- Easy access by beneficiaries in the event of any eventuality
Retirement Planning
Everyone has unique aspirations for their retirement. Our Retirement Savings Trust is a product that offers you the ability to save gradually and consistently towards your retirement plan.
- We as your Trustees and Investment adviser will work with you by making sure we have a clear understanding of your goals and your goals become our foundation for your tailored financial plan and Trust
- Give opportunity to periodic contributions over time towards your long-term goal such as your retirement plan
- Product is available both in Naira and Dollar denomination
- Funds are professionally managed to generate returns
Children Education & Endowment Trust
Children Education & Endowment Trust (CEET) is a trust vehicle that ensures the wish of every parent or guardian as regards the education, welfare, health, leisure (travel) of their children is realized.
- The product is available in both Naira and Dollar denominations
- Funds or School fees can be paid directly to schools or any other third party at the request of the parent or guardian
- The Trust Fund is professionally managed to generate returns
- Professional advice on the adequacy of pre-funding towards achieving uninterrupted education and welfare in the event of any eventuality