At Ipanema Wealth, we believe in an independent and transparent approach to financial planning. Our consultants can help you make informed financial decisions and offer guidance towards a series of solutions in Latin America and overseas.
- Are you an expatriate or long-term resident in Latin America?
- Are you an executive of a multinational?
- Are you considered a US Person?
- Would you benefit from a detailed fact find and asset review?
Our dialogue starts with an introductory meeting to ensure a clear understanding of your financial position and objectives. We then research and evaluate appropriate solutions in order to meet your goals, with consideration for tax and regulatory compliance.
Please review our financial planning articles for further information. The most common themes amongst clients’ financial planning objectives are:
How much do you need to save for your retirement? Most people do not plan their retirement and end up working for longer than they had imagined. We recommend structured and disciplined retirement planning, ideally commencing at an early stage of your career. We can also review existing arrangements to enhance returns and reduce administrative costs.
University and school fees have steadily increased over the years and the cost of good education is a major expense. Planning for education costs in advance is crucial to ensure that you have sufficient funds especially if you have more than one child and face the likelihood of your children studying abroad.
Protecting & Growing Capital
We provide financial education on asset allocation and the relationship between risk and return for each asset class. We may also discuss strategies to counter the damaging effects of inflation, aimed at protecting and growing your capital.
Understanding Risk & Return
Each investor has their own personal attitude to risk and should be made aware of the likely level of return based on their risk profile and factors such as time horizon, volatility and experience. This is an integral part of our initial discussion and ongoing dialogue.
'An investment in knowledge pays the best interest'
- Benjamin Franklin
'Someone's sitting in the shade today because someone planted a tree a long time ago'
- Warren Buffet