hands on, hassle-free investing
They say that the best thing money can buy is financial freedom
With this at the forefront of what we do, our team of independent financial advisors works alongside you, to ensure a systemic flow through the cycles of wealth creation, management and protection.
What sets Tennant Wealth apart is our multi-manager approach to investments - which enables us to select and blend the best managers for various asset classes.
We offer both local and offshore investment options including:
Balanced Investment Portfolios
Capital Protection PortfolioS
Cash and Money Market Funds
Endowment Wrappers
Equity Portfolios
Interest Bearing FundS
Living and Life Annuities
Preservation of Pension and PrOVIDENT Funds
Retirement Funds
Unit Trusts
Core functions of our business also include
financial planning and
risk protection
Our structured financial planning process means our clients are taken through each step of creating a comprehensive plan that will help them achieve their financial goals and objectives
A detailed analysis on personal risk protection is performed for clients. This includes life cover, income protection, critical illness cover and more
Being independent, we are able to recommend products which best suit clients' needs, and use a wide range of different insurance companies to achieve this
good to know
Our independent financial advisors are:
Not tied to any insurance companies, asset managers or other service providers
Able to invest both locally and offshore
Well equipped to assist in maximising opportunities through a diverse, secure and tax-efficient portfolio of investments
* Tennant Wealth is an independent financial advisor, licensed with the Financial Services Conduct Authority.