Our clients are at the center of the Zensure universe. Our experienced wealth management team employs a process designed to match our clients’ investment portfolio with the specific needs for cash flow and growth now and in the future. We balance the relationship between risk and reward in every decision we make. We believe that market volatility is normal, therefore, the appropriate mix of growth and safety is essential
Our clients needs change with the phase of life they are in, their current priorities, future objectives and their risk appetite. The families we represent are at the core of any wealth management plan, we recommend. We focus on identifying market opportunities across the investment landscape, that create significant value for our clients, in line with their goals. We address diverse needs.
For clients who look for quantum wealth growth, we provide out of the box solutions that require some risk appetite but high impact returns e.g. real estate, private equity, structured alternate investments – here we identify high-growth market opportunities ahead of the game, and balance them with rigorous risk management and monitoring
When our clients primary goal is to ensure that wealth is protected, we device a stable and safe investment portfolio to ensure moderate returns, while mitigating risks to a bare minimum and protecting the wealth for future generations, in terms of taxation and inter-generational succession planning
We help our clients put their wealth to work, in order to generate a steady yield on their overall portfolio. In this case, we implement a strategy that focuses on liquidity and optimal post tax returns. Our expert real estate team can also help to evaluate and re-align your portfolio, to maximize income generation opportunities on this asset class
Most often, our strategy and recommended portfolio is based on an optimal mix of above approaches, designed to deliver positive wealth outcomes and meet your goals