Nakita Robertson's Contact Details

Nakita Robertson's Company Details

Quoin Wealth

Cape Town, Western Cape, South Africa • 13 Employees
Financial Services

Our Quoin Wealth team comprises of specialist advisors and support staff. Our services are carefully tailored to meet clients concerns and priorities. By using an integrated approach, this allows us to evaluate interrelated issues and develop alternate scenarios. Our advice incorporates holistic financial planning, estate planning and employee benefit consulting to individuals, partnerships, companies and trusts.Financial planning is the process of establishing an advisor-client relationship in order to identify and analyze your current financial circumstances, goals and objectives. This enables us to develop the most appropriate planning scenarios that are required to implement and monitor our highly effective financial planning strategies. Our financial planning services are carefully tailored to meet your concerns and priorities. We use an integrated approach which allows us to evaluate interrelated issues and develop alternate scenarios. A comprehensive financial plan includes advice in areas such as wealth management, income tax planning; estate and risk planning and retirement or goal-based planning.