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Financial Planning

Living a lifestlye of choice

Financial Planning

Life-long financial planning services in consideration of your present day requirements and your future prosperity. Our planning strategies ensure that as your preferences change during the passage of life, you finances are in place to maintain your chosen lifestyle.

Life-long planning

Planning the important matters of your financial life is often a complex process that evolves through the passage of time. A flexible financial plan accommodates a change in investor preferences during each stage of the life cycle as assets are allocated to make the most of your capital and to avoid the potential effects of unforeseen events.

Our specialized financial planners leverage upon their expertise as forward thinking professionals, each possessing long-standing experience of advising private investors and families with their financial planning needs. Whether you are starting out in life, preparing for retirement or safeguarding your legacy for future generations, our guidance can help you to prepare a strategy for your comfort and peace of mind.

Planning for tomorrow, today

At Wildex Investment we believe that that the best time to start planning for the future is today. We focus on developing a deep understanding of each client as we ascertain lifestyle choices, income requirements, provision of capital for important life events, educational needs and much more.

Your carefully crafted financial plan acts a blueprint to your life and provides comfort in the knowledge that your retirement years are covered, the dream for a second home can be realized, and that your future generations remain safe during the course of your passing.

Our Services
Client Investment Experience
What to Expect

The Client Experience

A best-in-class investment experience based on performance and service standards.

Financial Planning Services

Planning for a Brighter Future

Life-long financial planning services in consideration of your present day requirements and your future prosperity.

Our planning strategies ensure that as your preferences change during the passage of life, you finances are in place to maintain your chosen lifestyle.

Retirement planning

Making sure that you are financially prepared to maintain your lifestyle of choice into and during your retirement years.

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Estate planning

Preparing your estate so your loved ones and wishes become the sole beneficiaries of your wealth.

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Insurance planning

Putting safeguards in place to protect your family and financial responsibilities in the case of unforeseen events.

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Liquidating private equity placements

Secondary Markets

The secondary market provides a transparent trading platform for the movement of private equity placements to facilitate trade from one party to another.