At Poseidon Wealth, we pride ourselves on offering a wide range of services tailored to meet the needs of families preparing for international career ventures. Our holistic approach ensures that every aspect of your financial and logistical planning is taken care of, allowing you to focus on your journey ahead.
Our services include assistance with booking flights and securing accommodation, ensuring that you have a seamless and stress-free transition to your new destination. We also provide expert advice on structuring your investments to maximize returns and protect your wealth. Understanding the importance of financial security, we guide you through the process of opening offshore bank accounts, providing you with the flexibility and convenience needed for international living.
Insurance is another critical component of our service offerings. We help you navigate the complexities of both short-term and life insurance, ensuring that you and your loved ones are protected. Additionally, our income protection plans offer peace of mind by safeguarding your earnings while you are offshore. Our comprehensive support extends to every aspect of your financial well-being, making Poseidon Wealth your trusted partner in international financial planning.
With years of experience in the industry, Poseidon Wealth has built a reputation for excellence in financial advisory services. Our team of seasoned advisors, each with over decades of experience, is dedicated to helping families successfully structure their financial futures. We understand the unique challenges parents face when planning their children’s financial journeys and are committed to providing the highest level of support and expertise.
Our advisors work closely with families on a weekly basis, offering personalized guidance on managing bank accounts, student loans, and other financial instruments.
We take pride in our track record of helping parents and young adults achieve their financial goals, ensuring that they are well-equipped to handle the demands of international employment and beyond.
At Poseidon Wealth, we believe that a strong financial foundation is key to long-term success. By offering tailored advice and support, we help families navigate the complexities of financial planning, providing them with the confidence and security needed to thrive in an ever-changing world. Our commitment to excellence and client satisfaction sets us apart as a leading provider of financial advisory services.
With experience of over 20 years, I specialize in financial solutions tailored for individual specific needs. I am experienced in wealth management and strategic financial planning specifically in the yachting industry. Being a specialist in helping young professionals to secure financing for training and opening bank accounts (foreign currency).
Fluent in English, Afrikaans, Italian, and competent in French, I have two decades experience in the Financial Industry. I have extensive experience in financial advisory, sales management, and international business, as well as providing yachties with tailored financial planning services that address the unique challenges of a mobile lifestyle.
I provide specialist financial advice in the fields of risk planning, retirement planning, discretionary investment and estate planning in the open architecture space. I specialize in providing young professionals in the Yachting industry and digital nomads with tailor-made financial and career guidance within the context of banking, forex, life and disability insurance & more.
With a passion for empowering individuals to secure their financial future, I specialize in providing comprehensive financial advisory services in Estate Planning, Risk Management and Forex banking. I am dedicated to ensuring clients' financial security through comprehensive Will preparation and tailored risk management strategies.
I am a high-achieving financial services professional with over 20 years history of success in wealth management and financial planning. I am able to handle a wide range of financial needs, from estate planning to banking. I also specialise in Financial Planning and tailored advise for young professionals and nomads.
+27 83 227 5457
info@poseidonwealth.co.za
Sitari Country Estate, Main Gatehouse Office Park, Block B, 1st Floor, Old Main Rd, Croydon, 7130
Whether you are just beginning your journey or planning for the next phase of life, we’re here to provide expert financial advice that sets you up for success.
