What we do
Navigating the road ahead
Tan Allen Piguet Asset Management provides exceptional comprehensive financial planning services to help guide clients along the road to realizing their objectives.
Our financial planning process is a structured approach designed to provide us with the information we need to plan, not only for today but for the entire life of our clients.
Financial planning is an ongoing process that examines all areas of your financial life, taking into account income, expenses, investments, debt, and your long-term and short-term goals.
Financial planning integrates:
Wealth maximization
It is not a simple task to weigh all the variables that ultimately determine success. Due to the complexity involved, some investors rely on predetermined strategies and only realize too late that those strategies do not best suit their long-term needs.
Taxation
If your tax burden is minimized, where possible, there will be more money left over to add to your wealth and enjoy more of the finer things in life.
Retirement planning
At Tan Allen Piguet Asset Management, your retirement and financial planning needs will be reviewed and assessed by our capable and experienced professionals to ensure your retirement will be the time of your life that you always wanted it to be.
Legacy planning
Thinking about putting your financial affairs in order is something that all of us have to face – no matter your financial situation. Effective planning can have a massive impact on, and drastically improve the legacy you leave to friends, family, and loved ones.