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We provide financial planning and investment services to business owners, professionals, retirees and high net worth individuals. In keeping with modern investment opportunities, Zeus adopts a goal-oriented investment style that is actively managed. While stocks, bonds and cash remain important in a portfolio, we provide a greater focus to alternative investments such as private equity and hedge funds.
Watching for clues and trends in a market and being able to act decisively takes skill and patience. Through active asset allocation, we take advantage of investment opportunities when they arise to continue enhancing clients’ investment returns. We pride ourselves on our ability to assertively reallocate investments based on our deep understanding of market behavior and self-confidence to routinely reinvest returns to generate greater earnings.
Our fund management service offers our clients a range of funds that are professionally managed by one of our dedicated fund managers. Our actively managed funds offer a range of investment approaches so you can build a diversified portfolio that fits your needs and supports your goals. Popular with retail investors because it makes it easy to invest, as a single transaction can provide you with access to a range of underlying investments.
When you invest in to one of our managed funds you are allocated a number of shares, or units, in the fund. Each share or unit represents an equal portion of the fund’s value. You may receive regular payments – called dividends or distributions – from the fund, based on the profit or income it receives from the underlying investments.
We have dedicated fund operators and investment specialists that excel in the rapidly developing market of Cryptocurrency. Investing and trading cryptocurrencies can be different than investing in other assets, but there are some similarities as well. Being a very volatile asset it can provide exponential profits and gains but also a greater risk for losses.
One of the important topics regarding cryptocurrencies are tax reporting obligations. A financial advisor who understands the regulations and details of cryptocurrencies can help clients make informed decisions about whether this asset fits into their portfolio and how it might help them achieving their financial goals.
Offshore funds are investments in the international market. These types of funds invest in the equity and debt markets of a specific country or region. If you have surplus money and you are looking for diversification you can consider an Offshore Fund.
Due to the complexity of the regulations in offshore fund investments there is more of a risk for non-compliance than more traditional investment options. Failure to correctly declare acquisitions, income and other fund transactions can result in significant negative tax consequences.
Offshore funds require dedicated planning and knowledge which is why we employ a dedicated team that handle any offshore investments and funds that our clients require.
At Zeus we understand and accept that no two people have the exact same goals. That’s why it takes an individually tailored plan from an expert advisor to make your personal goals a reality. Building a portfolio is about making the right choices for your circumstances. Our advisors have the freedom to recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives.
Usually, a client’s goal, simply stated, is to build up enough assets to provide adequate income to meet their needs through retirement and to create as much generational wealth as possible. Our asset management services embrace a comprehensive range of retirement planning services for individuals wanting to establish a retirement strategy. We work diligently to serve as a steward for your wealth, simplifying life’s complexities with a full spectrum of strategies your advisor can tailor to your needs.
In estate planning we visually present to you how current assets are passed on to your heirs, important individuals or charities and organizations. Based on this insight, we can ensure estate documents accurately reflect your wishes and are updated when needed. We take the time to understand what is important to you in terms of a legacy and ultimate plans for assets. We help you put the pieces together to form a personalised and working financial plan that you can count on.
A financial plan for your retirement is one of the most important investments you make for the future. We will help you reach your goal of financial stability when you reach to the point in your life that you cease employment completely. The tax impact of financial and investment decisions factors into all our planning strategies and eliminates unexpected accounting surprises. We believe that structuring your financial plan in the most tax efficient manner possible plays a significant role in arranging your financial affairs to minimize the amount of taxes that you pay.
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