top of page

FINANCIAL SERVICES OFFERED

FINANCIAL PLANNING

Achieving long-term financial stability starts with a well-structured plan. At Corona Financial Services, we provide expert financial planning tailored to your personal and business needs. Whether you're looking to grow your wealth, protect your assets, or plan for retirement, our advisors offer comprehensive solutions to help you make informed financial decisions. By taking a holistic approach, we ensure that every aspect of your financial future is considered, from estate and succession planning to tax optimisation and organising your financial portfolio. Our goal is to empower you with financial confidence, allowing you to focus on what matters most.

RISK MANAGEMENT

Financial security isn’t just about building wealth — it’s also about protecting it. At Corona Financial Services, we understand that life is unpredictable, and the right risk management strategies ensure that you, your family, and your business are prepared for any eventuality. From safeguarding your income and assets to ensuring access to quality healthcare, we provide comprehensive insurance and protection plans tailored to your specific needs. With expert advice and customised solutions, we help you mitigate risks so you can focus on what matters most — your future.

WEALTH CREATION

True financial freedom comes from not only protecting your assets but also growing them strategically. At Corona Financial Services, we believe in helping individuals and businesses create sustainable wealth that lasts for generations. Our wealth creation services are designed to help you build, manage, and optimise your financial resources through expert investment strategies and personalised financial planning. Whether you're looking to grow your savings, plan for retirement, or manage post-retirement funds, our dedicated team is here to guide you towards long-term financial success.

ESTATE ADMINISTRATION

Managing an estate requires careful planning and professional expertise. At Corona Financial Services, we provide comprehensive estate administration services to ensure that your assets are handled efficiently and in accordance with your wishes. Whether it’s drafting wills, setting up trusts, or executing estates, we guide you every step of the way with expert knowledge and care.

bottom of page