Magna Wealth provides client centric advice on all elements on financial planning and all financial products.
PERSONAL PLANNING
Financial advice is tailored to each client's needs. Key elements include current income, financial needs, short and long term financial goals and long term sustainability of a financial plan.
We have clients in all demographics from those who are just beginning their careers to those who have accumulated capital and are getting ready to retire.
BUSINESS PLANNING
Business financial planning is centred around tax consulting, business expansion planning and identifying where Buy and Sell and Keyman insurance is necessary.
“Jonathan provided me with an excellent personalised service over the last few years. His advice on financial planning was both insightful and comprehensive. I would recommend him to anyone who is serious about build a investment portfolio.”
PRODUCTS
- Life Insurance
- Disability, Severe Illness
- Income Protection
- Local and Offshore Unit Trusts and Direct Investments
- Business Insurance
- Personal Financial and Estate Planning
- Tax Advice
- Retirement Annuities and Planning