Our Approach

Everyone has their own dreams. Choosing when we want to retire and what we want to do. Having the financial capacity and free time to visit new parts of the globe. Funding a top tier education for your children or your children’s children. Providing a legacy that will benefit families and communities long into the future. Dreams are something to aspire to, but turning them into a reality requires effort and planning, over time.

At Kane Davis Cooper our aim is to turn your dreams into financial reality.

Our clients benefit from the combined knowledge of a whole team of trusted expert advisers at Kane Davis Cooper.

A financial planner will guide you through life’s important financial decisions, a tax expert will make sure you do not overpay on your earnings and an insurance adviser will help you to cover possible future uncertainties. An impartial independent investment manager will make sure that your assets grow to their full potential and an estate planner will ensure that your legacy continues long into the future.

Working together and by your side, your Kane Davis Cooper team combines the various elements of your personal wealth management plan using our five-step method:

The first step in the plan is mutual discovery and education. We identify clients’ aims and aspirations, then evaluate their complete balance sheet. We then put together distinct cash flow, wealth, insurance, taxation, estate planning and investment management strategies.

We design a bespoke solution and clearly explain our recommended action plan. Together – we go over the various scenarios presented and guide you towards the route most suited to your priorities.

Using this as our foundation, together, we can start the journey to your ultimate destination.