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BUILDING WEALTH & PROTECTING YOUR LEGACY

Destinata Holdings is a multi-faceted group of companies offering a range of services that cover the complete value chain of establishing, growing, protecting and administering a property and investment portfolio for our clients.

WE GET YOU THERE IN FOUR STEPS

STEP 1:

FINANCIAL PLANNING AND WEALTH COACHING

Your current financial position and goals are analysed and a plan is developed to get you from where you are to where you wish to be.

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STEP 2

STEP 2:

SETTING UP TRUST STRUCTURES

Next, you’ll meet with our legal experts who will set up the necessary structures as identified in your plan from Step 1.

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STEP 3

STEP 3:

TRUST ACCOUNTING

To effectively use your structure, we’ll make sure your tax administration and financial reporting is in place.

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STEP 4

STEP 4:

PROPERTY INVESTMENT & MANAGEMENT

Once all the necessary structures are in place, you can start with the fun part – your property portfolio. Our fully registered property specialists can source and introduce you to the perfect investment properties for your portfolio.

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