Wealth Preservation

For the most part, our clients tend to have amassed their capital after many years of dedicated hard work, self-discipline and forfeit so the prospect of losing it through a reckless investment is anathema. Therefore, our approach to wealth preservation commences with an in-depth analysis of each client's current financial situation.

This personalized financial “blueprint” is then used as a benchmark as we collaborate with our client to assess and define his or her financial objectives. Once preservation objectives have been identified, Omega Trading can then suggest appropriate strategies to achieve those objectives.

Wealth preservation priorities tend to differ significantly from those of wealth accumulation insofar as the onus tends to be on preserving the purchasing power of wealth that has already been created. Government statistics always seem to point to mild inflation as a benign force of economic nature but, all too often, they underestimate its presence in our economies. It is this failure to correctly assess or, worse still, to deliberately understate inflation’s effects that poses the greater danger to the purchasing power of one’s wealth.

Here at Omega Trading, we would rather eschew the rose-tinted spectacles and use that unobstructed view to target our clients’ wealth preservation measures accordingly. Our preference is to refer to real-world price inflation data gathered by independent statisticians and base all our wealth preservation recommendations on their results.

In addition, many of Omega Trading’s clients have individual situations that leave them susceptible to tax liabilities which, left untended, could potentially erode returns or, worse still, diminish initial capital. Omega Trading retains the services of two independent tax planning specialists whose sole charge is to scrutinize every detail of our client’s tax status with the aim of minimizing the tax liabilities that could potentially have a bearing on our clients’ assets and investments.

As many of our clients express a wish to leave a legacy to loved ones or charitable causes, these tax specialists will make sure that your legacy passes on to those YOU want it passed on to instead of arousing the interest of the tax inspectorate.