Planning

Planning is the cornerstone of wealth management.  Understanding your financial goals and then building a plan to achieve them successfully takes time.

At The Capital Company we have designed a proprietary financial model for Global Citizens needing cross-border tax planning.  We use our model to provide multi-variable analysis for after tax outcomes on cash-flow, and retirement in any currency or country in the world.

We are able to analyze properties, loan repayments, investment portfolios, pensions and education funding for children from school through to university.

Cash-flow is key and using our model we can help monitor the change in your financial life every year and beyond.  This helps us optimize your cash and assets to attain financial independence, or to legacy plan for future generations.

Watch below our short video showing you what our financial plan and model looks like.