WELCOME TO STORWEALTH

Bespoke Wealth
Planning Services

We offer a suite of consultancy services for entrepreneurs, family businesses, high net worth individuals, C-suite and management level individuals and families.

Everyone's wealth journey involves three steps...

WEALTH ACCUMULATION

The most basic foundation of creating wealth is to practice good habits of saving. Learn the different ways in which we can accumulate wealth.

WEALTH PROTECTION & PRESERVATION

Many are busy accumulating and growing wealth. Learning to protect your wealth is equally important. We help our clients to protect their wealth from crisis, unexpected events, market volatility, creditors and so on. This is an important part of the wealth journey that you wouldn’t want to miss!

WEALTH DISTRIBUTION

Planning in advance can’t go wrong. Learn the different vehicles available for wealth distribution as part of succession and legacy planning! Your dependents and loved ones will thank you for your thoughtfulness! We help clients ensure steady available cashflow to continue enjoying the lifestyle and quality of life they worked hard for.

Our Services

We offer a range of services that cater to your needs, dreams, goals and life stages using financial planning tools.
Business Contingency

Business Planning

Learn how to safeguard your business interests! We help clients capture the present and future value of the business, talent acquisition and retention, protection of key persons in the business, business succession, expansion and growth funds and director benefits program, and more!

Partnership Protection Planning

Learn how to safeguard each other’s interest in a partnership and have proper funding vehicles for share buyouts, exit contingency plan and debt repayments should anything happen to one of the partners in the business!

Education Planning

Early planning gives you a head start to ensure that good education can be provided to children. That’s the best gift any parent or guardian to a child!





Retirement Planning

Enjoy your golden years with guaranteed flow of income! That way, you can focus on spending quality time with your loved ones or even, do the things you love without financial constraints.

Financial Planning

A person’s dreams, goals, and lifestyle is dependent on the income he/ she earns. We help clients foolproof their income sources and protect their wealth, ensuring minimal disruption in their daily lives.



Charity Planning

Generosity is a virtue. We help clients to allocate a portion of their wealth to support causes and organisations that are close to their heart and that is also part of legacy creation!

Legacy And Succession Planning

We help create a straight forward wealth distribution plan and skip lengthy legal processes, minimise taxes and estate fees. Having the right structures in place will help ease and smoothen the transfer process. Your dependents and loved ones will be grateful for your love put into action.

Estate Planning

Learn about the 7 aspects of estate planning, all of which is important depending on how large your wealth estate is! Tax planning is one of them and it's commonly overlooked.

StorWealth provides advise on precise and intentional planning for your own future and safeguards your loved ones

Did you know that 80% of outcomes usually come from 20% of efforts? When it comes to our own finances and wealth, only YOU have the power to make the necessary changes to protect what you’ve worked hard for. Why wait?

Our Values

Here in StorWealth, we believe in upholding our key values to the clients we serve, their families & loved ones and in our growing team. We are here to value add to your lives and to establish long lasting relations. To know more, click here.

Stewardship

Time

Open

Relational

Client Testimonials

"I am so happy with the team's assistance in looking into my existing plans and providing advice on what can be done with my goal in mind. Such a smooth process!"
LYK, 32 (F)
Manager
"The team helped me to realize what is important to me and provided me with very practical advice to safeguard my future retirement. I lacked the discipline before, and now I am back on track! I am so grateful!"
SYS, 28 (F)
Division Head
"My portfolio consisted mainly of risky investments and the team advised on how to protect my capital & hard earned money! I am now financially protected with a peace of mind!"
IDYK, 28 (M)
Special Projects Director