Yellow Capital provides a holistic approach to managing wealth. Our core focus is investment advice which is underpinned by comprehensive financial planning. The definition of ‘managing’ in all business and human organization activity is the act of getting people together to accomplish desired goals and objectives. Management comprises planning, directing, and the co-ordination of an effort for the purpose of attaining a goal (s). We co-ordinate our services with additional aggregated professional services including tax advisors and accountants for the optimum benefit of our clients.

INVESTMENT ADVISORY
• A disciplined and focused investment strategy
• Online access to portfolios with regular reporting on performance and measurement
• Tax-favoured portfolio construction
• Strategic advice to the family and the next generation
• Adopt a realistic business approach to risk rather than a scientific theoretical approach
• Adopt a long-term absolute return approach to investing

RETIREMENT PLANNING
• Advice on pension structuring and optimization
• Advice on pension wrappers including SIPPs SASS
• Provision of pension forecasting report with 1000x simulation capability
• Advice on the level of funding required to meet the objectives in your lifestyle retirement plan

INHERITANCE PLANNING
• Advice on the mitigation of IHT
• Maintenance of gift schedules
• Advice on trust structures

TAX STRUCTURED INVESTMENTS
• Tax efficient vehicles and wrappers
• Integrated tax compliance reports and certificates for your accountant/tax consultant

FINANCIAL PLANNING
• Integrated financial plans
• Managing assets vs. liabilities
• Discounted cash-flow modeling with 1000x simulation capability

PROPERTY FINANCE
• Advice on property finance