Become A Client

Why become our client?

We help clients to realize their wealth creation goals by helping them to identify and achieve meaningful financial milestones as they evolve through the stages of life.

We work in partnership with clients to develop a fully integrated approach to what matters to them. Typically we find that wealth preservation and financial security are the primary reasons why clients come to us for help.

We provide each client with a customized service based on the specific service or set of services they require. Our expertise extends, but is not limited to, the following;

  •  Accounting throughout a range of key jurisdictions
  •  Tax compliance throughout a range of key jurisdictions
  •  Legal administration throughout a range of key jurisdictions
  •  Strategic asset allocation and cash management
  •  Research, analysis and financial planning
  •  Administration and reporting

Account application process

1. Download the Account Application Forms by clicking here

2. Complete, sign and date the application, making sure that all sections marked 'Required' are complete

3. Completed applications should be returned to the Oshiro Associates account department;

accounts@oshiroassociates.com

4. Applications will be processed within 24 business hours. In certain situations, as part of our Know Your Client policies, you may be required to provide additional information about yourself. Please note that all information sent to us is secure under the terms of our Privacy Policy.