Aston Moodley PB(SA), FSA™

Aston Moodley PB(SA), FSA™ As an Executive Risk and Wealth Manager, I develop, strategize and implement customized financial, wealth management and on request insurance services that grow and protect the wealth of both individuals and businesses. WHO I SERVE: I focus on delivering specialized Investment and wealth creating solution services to clients seeking to achieve optimal returns. Our wide range of services allows me to deliver optimal results to businesses as well as retirees, sole proprietors and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service. WHAT I DO: Business financial planning services: • Including business assurance for all types of corporates, • Estate planning and trust services, including asset protection, assistance with company structures, • Business succession planning, • Business Investment Structures with relatively high returns Individual financial planning services: • Tax consulting, debt management and budgeting. • Estate planning and Trust services. • Estate administration, drafting/reviewing legal documents. • Advisory services for investments, estate planning, insurances, and stockbroking. HOW I DO IT DIFFERENTLY: I bring the right knowledge, expertise and guidance to the table to identify and assist you or your business in achieving your specific financial and investment goals, you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan.