WEALTH MANAGEMENT SERVICES
When it comes to personal wealth, it’s not just about the prevailing economic conditions. It’s about understanding every client and their specific set of circumstances and financial goals.

In order to design truly personalised financial plans for Mentenova clients, we first strive to understand the needs, aspirations, and risk appetite of each individual client. This is a fundamental part of Mentenova’s PlanMyLife™ philosophy and process.

This financial plan could include one or more of the following elements:

Endowments
Wills and Estate Planning
Retirement Savings
Trusts
Discretionary Savings
Off-Shore Investments
Direct Share Portfolios

SERVICES

WEALTH

WEALTH MANAGEMENT SERVICESWhen it comes to personal wealth, it’s not just about the prevailing economic conditions. It’s about understanding every client and their specific set of circumstances and financial goals.

WEALTH MANAGEMENT SERVICES
When it comes to personal wealth, it’s not just about the prevailing economic conditions. It’s about understanding every client and their specific set of circumstances and financial goals.