Kusasa Management Holdings is in the process of getting a license to offer and provide financial planning and advice. In the meantime we are able to assess you current investment performance and report to you on what returns you are actually making and what they are costing you. Our undertaking to all clients is to provide an independent assessment, on an ongoing basis, of your investment performance. Linked with the tax planning advice, we are able to provide our clients with good estate planning and effective tax structuring of investments to maximise returns.
We aim to be able to provide a range of investment options, locally and offshore, at a fixed annual fee (say 1% of your portfolio value per annum). This way we believe that:
- We are able to ensure independent professional advice as there is no incentive for us to move funds around to earn commission;
- We are incentivised to ensure growth in your portfolio, so that our fee, as well as you wealth grows; and finally
- We will be there every 6 months, because we will only earn our fees if we are.
- We are working with an exiting registered advisor, so can already provide this service via them.
For more information in this regard please contact us on info@kusasaonline.com or 0860 KUSASA