FINANCIAL PORTFOLIO - Hennessy and Associates
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FINANCIAL PORTFOLIO

Here at Hennessy and Associates we can relate to our clients and we are aware that your financial portfolio – which may include investments, your insurance and pension needs, your estate-planning in order to take care of your assets in the event of your passing, and also any offshore incorporation for your business – is the key to your financial security. We understand that you need to take a comprehensive and long-term view of your wealth planning in order to ensure that you and your loved ones are taken care of now and in the future.

Here at Hennessy and Associates we also understand that each client is an individual and that each one has a unique set of   financial objectives which are governed by each client’s different life goals and personal circumstances. We also understand that it is sometimes extremely difficult to navigate through the complicated landscape of the financial world. We are here to guide you through all the options available to you in order to create an investment portfolio which is tailor-made for your needs.

We will:

  • Consult with you in order to fully understand your life goals and financial objectives
  • Identify your risk tolerance and investment horizon
  • Conduct research on your behalf in order to offer you a comprehensive array of options
  • Advise you on your pension needs, insurance options and estate planning management
  • Explain how best to utilize offshore jurisdictions in order to mitigate your tax burden
  • Guide you on how to create a portfolio with the right asset allocation for your needs
Please contact us for a free consultation with one of our Financial Consultants