Wealth advice. Life’s better when you have a plan
At Platinum Banus Investments we believe decisions about your financial future should be made as part of a lifetime financial plan. Whether it’s help with a financial issue or simplifying complex financial affairs, together we look at your current circumstances and get a clear picture of your finances. We want to discover what’s most important to you and your family. By understanding what truly motivates you, we can build an in-depth picture of what you want to achieve now and in the future.
We take the time to understand your ability to assume risk and translate this into an investment portfolio that captures market gains. Platinum banus can help you create a comprehensive and flexible plan that sets you on a path to achieving your financial goals for your career, college savings, and retirement years.
At Platinum Banus Investments years of experience and exposure to multiple market cycles have taught us what works and what doesn’t when it comes to investing. These insights help our clients optimise their returns while avoiding unnecessary risk.
Wealth Advisors. Insight. Integrity. Experience
We care about our clients and the Wealth Management Plans we create with them. Our business, individual and family clients could not be more unique. They know what they’re pursuing in life and what they need from their financial resources to achieve their goals and ambitions. We have had the great privilege and responsibility to be their lead wealth advisors. This is a role we are well suited for and one we take very seriously. In fact, we measure our client relationships in years and sometimes generations as we move in unison with our clients toward shared goals.