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Wealth Management

Tailored wealth management for business owners and entrepreneurs.

We can help you maximise the rewards of your efforts and success.

Protect your bottomline and margins

No predictions,

just smart planning

Strategies aligned to what you need 

Experts in wealth management

FX hedging solutions for business

Wealth Management

Covering your success - today and tomorrow.

Your wealth represents years of dedication, risk-taking, and smart decision-making. At Affluence, we help you safeguard what you’ve built with tailored wealth management strategies designed to weather uncertainty and support long-term growth. From protecting your assets to planning for the next chapter, our team works closely with you to ensure your finances are as resilient as your business journey.

Wherever you are, we're with you.

best exchange rates

We support your wealth wherever life or business takes you.

Investment Portfolio Management

We build tailored investment portfolios based on your goals, time horizon, and risk appetite. Whether you're looking to grow capital, generate income, or preserve wealth, we’ll align your strategy with what matters most to you.

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Retirement Planning

Retirement should be a time of freedom, not financial worry. We’ll help you map out a clear plan that ensures you can maintain your lifestyle and meet your goals when you choose to step back from the business.

Tax-Efficient Planning

Smart structuring can significantly reduce your tax burden. We work with trusted partners to ensure your assets and income are organised in the most efficient way possible, so you keep more of what you earn.

Business Meeting

Protecting your wealth. Planning your future.

Our personalised approach helps you make confident financial decisions today while securing the future you’re building toward.

What we do at Affluence

business lending

Payroll

Streamlined, stress-free payroll services that keep your team paid accurately and on time — every time.

fast business lending

Wealth Management

Protect what you’ve built and plan for what’s next with tailored financial strategies for long-term success.

Hot Air Balloons - monetae business funding

Business Consulting

Clear, practical advice to help you navigate challenges, unlock growth, and drive your business forward.

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