Growing My Wealth
Your Bastion Balance advisor, in collaboration with you, will establish an investment plan based on your personal goals, risk tolerance and timeline.
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Preserving My Wealth
You work hard for your achievements. We have the expertise and the resources to ensure you are prepared for life’s “what ifs?”
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Retirement Planning
We help you to envision your ideal retirement lifestyle, and develop a specific plan to turn those dreams into reality.
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Providing For Family
Support your children’s education and look after aging family members without sacrificing your standard of living or future needs.
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Estate Planning
Comprehensive planning ensures you can provide for the financial security and emotional well-being of your loved ones and beneficiaries.
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Business Management
Your Bastion Balance Advisor can provide you with access to professionals with the expertise to help with your planning needs.
read moreBastion Balance – FAQ
Yes. Discretionary accounts are available to clients with minimum US$500,000 assets under management, or family accounts combined to US$1,000,000.
Regular portfolios are commission based. Discretionary accounts are fee-based. Non-discretionary accounts in excess of US$500,000 have the option to choose.
No. We mark long-term progress against historical results, and do regular reviews to ensure investment goals are consistent with your life, and investments are meeting your needs.
We provide holistic wealth management. This can include financial planning, portfolio management, retirement and estate planning, and tax sheltering strategies.
We welcome everybody. Individuals, families and organizations. Our advisors work with clients across a broad wealth spectrum. Do you provide discretionary account management services?
How do I pay for your services? How are you compensated?
Are my investment returns guaranteed?
What services do you provide?
How would you describe a typical Bastion Balance client?
