Practical Financial Advice You Can Count On
Invest your time and efforts in your family, friends and career. And leave the financial planning to us
- Trusted
- Experienced
- Professional
Services
What we do
Our core focus lies in our ability to act as a professional Multi-Family Office (MFO). Our belief is that financial planning and financial management is a family affair, but more than that, it should look at all your affairs, businesses, trusts and other assets as if they are all part of your extended family. They all play a part, and what happens in one of these may impact the others in many, and sometimes unforeseen ways. Drawing all of these facets of your planning together, is what we do.
01.
Expert Investment Advise
02.
Holistic Financial Innovators
Financial planning and Financial management in the broad sense of these phrases, requires multiple specialities and disciplines to achieve success. Many clients find themselves dealing with numerous companies and individuals that all offer differing viewpoints regarding financial planning and management in their respective fields. At Ducome we believe that through innovation and the use of experts in all these various fields, all working together to provide our clients with the most holistic advice and services, we can truly capture the essence of financial planning. Some of these services include accounting, legal, fiduciary, tax, assurance, investments, administration, group schemes and estate planning. Our partner business “Concept”, also offers us supplementary products and services, that expand our ability to offer our clients a “one-stop-shop”.
03.
Business assurance and risk planning.
We offer holistic financial, tax and risk planning to companies that includes services like buy-and-sell agreements, key-man insurance, contingent liability cover, contracts, business valuations, tax advice and services, etc.
Ensuring that your personal planning fits into your business and trust planning is a crucial element in holistic financial planning. You also need to ensure that your plan is enforced by all the relevant specialists in your life including legal advisors, accountants, bookkeepers, other brokers and your company management team. We create the platform for all of these team members to work together towards your financial plan.
Each service has its own costs involved, but the planning is usually free.
04.
Trust Administration
Why Choose us
Our team consists of highly motivated, qualified and trustworthy professionals
Ducome Brokers is a family business and was started by Tiny and Denise Coupé in 1992. Since then, we have grown from strength to strength and have over the years assisted families and business owners to achieve financial independence in every stage of their life.
We are fully licensed under the Financial Services Board Regulations and governed by the Financial Planning Institute’s Code of Ethics. Through continuous training of our staff, we ensure we understand the complex and ever-changing financial services environment at all times.
Always On Time
We value your time, just as much as we value our own time.
Professional
A team of highly qualified individuals, with years of practical experience.
A phone call away
Our advisors are always just a phone call away from our clients, and ready to assist.
Testimonials
What our Clients Say?
