personal solutions

We assist our clients as they look to preserve and grow their wealth through a disciplined and tax-centric approach, seeking to strike an optimal balance between risk and reward based on each individual’s personal objectives. We encourage clients to adhere to a long-term investment vision, regardless of short-term, transient market movements

While taxes are inevitable, they are certainly a drag. At Katapult, we specialize in assisting our clients to mitigate losses to taxation by always having tax efficiency top of mind and seeking, where possible, to implement tax-optimized solutions.

Income protection minimizes the fear of sudden loss of income, ensuring you will always be able to support your lifestyle, financial commitments, and your family’s financial security. It can safeguard your hard-earned capital from unexpected pitfalls and provide a cushion should you become unable to work due to illness, impairment, or disability.

It is often a daunting task to save for an event so far in the future, yet we believe early retirement planning is essential as one pursues a comfortable and fulfilling retirement. We are thus passionate about helping our clients in the pursuit of their retirement goals and addressing their vision of retiring in a dignified manner when the time arises.

Beyond just minimizing the tax bill, we assist clients in curating an estate plan that they are comfortable with and that will ensure a seamless transition in the wealth transfer process. Where relevant, we also assist clients with the setting up and management of trusts and incorporating any charitable intention.

Sound insurance planning provides you, your family, and/or your business, with financial protection in the event of an unexpected loss, such as death, illness, or disability. Our prudent approach to insurance planning sets up our clients to withstand any shocks to their financial plans, regardless of what comes their way.

With the rising cost of education, effective education planning has become more important and more complex than ever before. We help guide our clients through the complexities, supporting them to meet the anticipated education financial requirements for their dependents when the time arises.

External forces such as divorce, illness, elder care, and special needs dependents can strain even the most robust financial plans. Planning for these types of situations needs to effectively incorporate investment, insurance, and tax planning strategies to devise an optimal solution.

Debt can be a productive tool if used correctly, however, consumer-based debt can put your financial future at risk if not managed carefully. We assist our clients to reduce discretionary debt through effective financial planning and budgeting so that funds can rather be channeled towards a comprehensive wealth management plan.