Wealth Advisory & Financial Planning

At CAML, we understand that at the core of an individuals success, is a holistic financial plan which evolves with their ever-changing financial requirements and aspirations.

Our Financial Planning Solutions are designed to provide expert support to help manage complex financial issues, and how they can affect your life goals whether you are working to achieve current financial success, or protect and preserve your assets over the long term.

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Asset Acquisition

Looking to finance the acquisition of a personal asset, a house, yacht, automobile, our financial advisors will assist you achieve your goals. Taking into consideration your current financial position as well as your future obligations, CAML will help you design a plan towards acquiring your desired asset. You deserve to live a life of your dreams.

Retirement Planning

Retirement planning remains the most significant saving and investing goal of an individual. Whether you are just out of college and have 40 years until retirement or you plan on retiring next year it is never too late to plan and to maximize your retirement savings.

Education Planning

Our Education plan is a financial plan that is designed to fund key educational milestones as well as secure your children educational goals. We can set up an Education Trust/Plan with a flexible arrangement such that both child and parent are excited about the future.

Investment Planning

At CAML, you can access Fixed Income and Money Market Investments, Equities and Commodity backed Investments e.g. Gold. Our seasoned professionals scrutinize the capital markets and economy daily to ensure your needs are responded to instantly.

What We Offer

Wealth Advisory & Financial Planning

Our Wealth Advisors/Financial Planners are well positioned to assist you in achieving your dreams.

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Investment Management

Our group of dedicated Private Wealth Advisors and Portfolio Managers access resources to develop..

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Institutional Asset Management

We understand that every business is unique and as a strategic partner with a long-standing commitment..

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Mutual Funds & Unit Trusts

Our Funds provide a practical means of building a diversified portfolio for various investment..

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