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About Us

At Parc Wealth Management, it all starts with you the client. It is the relationship that we value, treasure and nurture through all stages of the wealth management process. We constantly strive to deliver a premium service, predicated first and foremost on trust.

Attention to detail, confidentiality, comprehensive expert advice and impeccable service are the characteristics of Parc Wealth Management.

From starting out saving, to growing what you already have, to protecting your existing wealth, Parc Wealth Management will help you establish financial goals in the short, medium and long term and work with you to achieve them.

WHY WE ARE DIFFERENT

INVESTMENT SOLUTIONS

As financial advisors, we have access to a myriad of different investment solutions.

We tailor make our recommendations for clients, based on individual circumstances and requirements.

HOLISTIC APPROACH

We have a holistic approach to wealth management, focused primarily on the preservation of wealth. Our fastidious approach to portfolio construction is heavily based on both quantitative and qualitative research.

This is utilised with the primary objective being the preservation of capital and growing the wealth of our clients.

COMPREHENSIVE PLANS

We strive to develop comprehensive plans, customized to clients’ multifaceted needs, goals and objectives of personal lifestyle, family, and philanthropic endeavours.

Our Financial planning services also encompass the evaluation of insurance and retirement planning with a keen focus on tax efficiency.

Contact us to discuss how we can help you today.