TRUST IS OUR GREATEST ASSET

Every client deserves great service and support so that’s why our personable, fun, and caring approach to comprehensive financial planning begins with our investment in you, your loved ones, your business and your future.
Ensuring that you and your family are on the correct path towards a sound financial future is our ultimate goal. We do this by using a team-based approach i.e. we’re able to put all our combined experiences into solving every client’s unique financial needs. As we listen to your personal goals and specific concerns, we will ensure that together we achieve financial independence and clarity you desire for you and your family.

Services

Personal Solutions-from the family of Magnus, we’re devoted to helping you get the most out of your financial life through six key pillars of wealth.

Retirement – Enjoying & Preserving

In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects include lifestyle choices such as how to spend time in retirement.

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Children’s Education

Don’t fall into the trap of a child plan fund, instead go for a guaranteed based investment plan.
As a parent, your kids are the most important part of your lives. Smallest of your happy moments depend on them. While trying to maintain a balance between emotions & practical life.

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Disciplined Investment & Savings

We’ve heard about the importance of savings in a numbers of different ways and from many different resources. Still, more and more people get into savings underprepared. Part of this under-saving phenomenon comes from one simple behavioral mistake: we’re not disciplined enough to stick with a savings plan.

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Personal Protection – I am not a liability but an asset

You and I (Personal Protection) have similar purposes in this world. It is your job to provide food, clothing, shelter, schooling, medicines and other things for your loved ones. You do this while I lie in your strong box.

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Critical illness - It can never happen to me

Critical Illness insurance is specifically designed to mitigate the impact on your finances as a result of suffering from a serious illness or accident. Most of us think it can never happen to me as I live a healthy lifestyle. Some of them think that a medical life cover is sufficient and why spend on a Critical Illness cover.

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Overseas Hospitalization

This plan covers 6 major diseases where treatment can be done overseas by choice. This health insurance cover is different to the usual medical cover or health cover insurance.
Cancer (93 types of cancer covered).

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Corporate- Medical Cover, Commercial and Motor.

Medical Cover

A medical coverage is considered vital in maintaining your wellbeing … We can help you with a qualified team that can offer a choice of great medical insurance package, that can help you and your loved ones and your staffs, etc take on the future with financial ease, by giving detailed attention to every aspect of the coverage.

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Commercial Insurance

We can designs highly effective insurance packages for commercial sectors. Business organizations are highly prone to various kinds of risk for which we provide comprehensive insurance protection.

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Motor - We help you make motor protection simple

Getting a car cover is not just required by law, but a responsibility too. If an error of judgment on the road causes people to be injured or property to be damaged, then it is your financial responsibility to set it right.

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OUR APPROACH

Life is too short for regrets. At Magnus, we are passionate about living life to the fullest. Our inspiration is helping those in transition to take control of their future to gain strength, independence and freedom. We listen deeply, don’t judge and we take time to educate. We work to help free you from worry so you can embrace happiness and live your life to the fullest.

WHO WE ARE
& WHAT WE DO

The world is changing but some financial companies resist change. They're financial advisors still selling same products before offering advice... that’s the cart before the horse. We give you an alternative to the old way of doing things.

You can do this yourself, but there's a trade-off with time and effort. We'll do the work for you... you get to keep your time and enjoy life with your family and loved ones.

Life is full of worries and while we cannot make financial problems magically disappear, we can give you a road map to accomplish your financial goals, dreams, and wishes. This can provide peace of mind.


YOU DESERVE
MORE

One of the biggest complaints investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service or advice they deserve.

When you work with Magnus you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.


We Do Things Differently

By focusing on supplying actionable advice instead of pushing products, we have your best interest in mind instead of our compensation. At Magnus Wealth you will find a team of experts working together under one roof to coordinate your tax, estate, investment, healthcare, and retirement income planning. Relax and enjoy the path.