Investment Advisors
As an independent and professional organisation, we work with a broad range of wealth management and trustee companies to create financial solutions and benefits for clients and advisors.
Key advisor benefits:
- Value-add for mass affluent, high and ultra-high net worth clients
- Solutions to complete your services
- Enhance client relationships
- Assist retention of investable assets under management
- Retain investable assets when clients relocate
Key client benefits:
- Freedom to retire to country of choice
- Move between jurisdictions easily
- Hold a wide variety of assets efficiently
- Tax-free accumulation*
- Asset protection and estate planning benefits
- Flexible draw-down at retirement age
* The information does not take into account client’s objectives, financial situation or needs and clients should seek independent advice to see if the solution is appropriate for them.
Download the Northland Group advisor brochure below:
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For more information on how the Northland Group International Pension Fund can benefit you and your client, please don’t hesitate to contact us.