As part of our holistic approach, Kanan Wealth has trusted strategic alliances with the below professionals.
First, the team at Kanan Wealth will assess your need and provide the solution – where additional expertise is needed, we will consult these individuals. We earn no referral fees in this regard but still prefer to assist in setting up these meetings and where appropriate, attend these meetings with you.
1. Short term Insurance
2. Accounting and tax services
AML Financial Services
Ralph Stanton & Associates
3. Estate Planning/Wills/Trusts
Meltz & Associates
4. Offshore Tax Efficient Structures & Entities
5. Business Assurance Agreements
6. Business Advisory & Wealth Realisation (Disposal of significant assets)