“Discernibly the best secure offshore structuring experts in South Africa”
Our success and knowledge has been built up over many years, during which time we have been advising and consulting with South African tax residents in respect of all aspects of offshore financial planning and management.
A professional financial planning firm directly authorised and regulated by the Financial Services Board, St James Global provides the highest quality financial advice in the most affordable, cost-effective and transparent way possible.
We adhere to, and believe in, the ethics and principles of Treating Customers Fairly. It guides our interactions with clients and governs the way we do business.
We are passionate about helping our clients structure their financial affairs offshore to achieve the best possible outcomes, providing for retirement, and, on their passing, distributing worldwide assets to future heirs in the most efficient way.
Our business is built on a foundation of trust and security earned over many years arising from a conservative yet consistent approach to the way we look after our client’s financial affairs, with performance in mind.
The simple and uncomplicated financial solutions available to our clients, coupled with exceptional standards of service, administration and reporting, put us way ahead of our competitors.
“Trust, Security, Simplicity and Performance”
1) MARKETS AND CURRENCIES
2) PENSION AND RETIREMENT
3) TAXATION AND LEGISLATION
St. James Global offers South African tax residents a bespoke range of offshore financial services, available in most hard currencies, domiciled in some of the most highly regulated offshore jurisdictions.
We acknowledge that this is a specialist area of expertise and considerable resources have been implemented to ensure that our clients receive the best possible advice given the significant changes in international tax legislation over the past 18 months.
Our services are designed to preserve and protect offshore wealth through the provision of a customised and diverse range of risk-profiled investment portfolio and asset allocation models combined with the implementation of a succession planning strategy to provide for future heirs and beneficiaries.
Offshore retirement planning is an essential part of our business and is the core offering upon which our advice is based.
With assets in multiple jurisdictions worldwide, many people experience difficulty in finding reliable guidance given the complexities of international financial planning. St. James Global provides invaluable advice, keeping clients abreast of continuously changing world events and legislation that might have an impact on long-term investments, whether in South Africa or abroad. Together with international industry specialists, we organise frequent seminars and presentations to inform existing and new clients about the current financial environment.
For your convenience, an events calendar is provided.