i2 advisory appreciates that individuals with a high net worth and private investors require a certain level of business acumen and decision making skills. Utilising appropriate and timely information is key to ensuring that the right investment decisions continue to be made to improve upon your portfolio. i2 advisory have worked with numerous high worth individuals and collaborate closely with these clients in regulatory and strategic planning. The value of comprehensive reports is not underestimated at i2 advisory, as the team appreciates that investments require stringent analysis to ensure future growth is maintained.
The team would be happy to help you in the following areas:
- Accounting and tax compliance
- Annual reporting
- Management reporting (monthly, quarterly or annually)
- Taxation advice
- Creation of financial models for budgeting and cash flow forecasting
- Strategic planning
- Structuring and restructuring
- Assistance with obtaining finance
- Advice in relation to the acquisition and sale of the business
- Estate and family succession planning including transition to retirement
- Asset protection advice
- Special projects
