Welcome to Hallmark

We have a unique wealth creation and management programme that focuses exclusively on the money you are keeping - not the money you are making!

Our BIG 5 Managed Wealth Solutions!

 Our integrated professional service takes serious consideration of:

  1. Family Security

    Charity begins at home and love makes the world go around BUT money makes it happen! Do you have an iron-clad guarantee in place to ensure that you and your family will always have an income?

           
  2. Retirement

    Government Schemes are collapsing internationally! Is your personal portfolio gathering money for you or leaking to your product provider?

           
  3. Legislation, Estate Duty and Taxation

    Are you unifying and complying with recent and pending legislation pro-actively? Changes are devastating people’s wealth in the top income groups. Are you (or your Trust) paying more than 5% CGT and 15% Income Tax on your investments?

       
  4. Foreign Investment Allowance... NOW R 4,000, 000 .... P.A. !!

    Congratulations on legalising your offshore assets, BUT are you still FAR from your money and CLOSE to your losses? Don't let withholding taxes and high banking charges erode your foreign currency account?

           
  5. Healthcare and Frail care

    Major Medical cover is a 'must have' for Private Healthcare. Do you have 'top-up' cover for the growing shortfalls and future frail care certainty?

(What worries you most about your lifestyle? - TALK TO US)