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"client's of SMCG Wealth should always experience the tangible advantages of collaborating with us. We believe that we are different from other Wealth Managers"

Wealth Management & Preservation
Acquire | Structure | Protect

The preservation and constructive transfer of wealth is a primary component of a successful wealth management plan. SMCG understand fully each stage in the Wealth cycle from Acquiring Wealth, Protecting Wealth through to Passing Wealth on. While assets grow over a lifetime, so does the need to consider a variety of products and services to protect wealth for the future.

A forward-looking and integrated wealth preservation strategy will help ensure a lasting legacy for you and your loved ones. Under the thoughtful guidance of your SMCG Wealth Adviser and with the input of a panel of Trust and Wealth Structuring Specialists, you can create a clear vision and take advantage of solutions to safeguard your family assets and protect the future of your wealth.

thoughtful guidance and solutions that address your unique situation and needs ensure a lasting legacy for you and your loved ones

We recognise the value of advance planning and will work closely with you to understand your short, and long-term objectives and utilise appropriate wealth protection tools to meet them. With access to skilled investment and trust and estate specialists, your SMCG Wealth Adviser can provide you with innovative hedging and liquidity strategies and will work with your tax and legal advisers to help you implement smart trust and estate solutions that address your unique situation and needs.

As a client of SMCG Wealth, you gain the security of knowing that your wealth and legacy are protected during your lifetime and for generations to come.