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Custom Solutions

Solutions built for you

To meet client goals and to provide for his or her everyday financial requirements, Oshiro Associates delivers custom solutions comprised of the financial components that are relevant to the personal circumstances of each individual under our management.

Our custom solutions address all that is important to each client as they pursue capital efficiency and financial security for their loved ones. Whether clients are seeking more flexibility in the design of their portfolio, wish to explore niche market opportunities, or to capitalise on offshore tax benefits, the team here at Oshiro Associates utilize it's proven methodology to develop custom wealth structures specifically tailored around the needs and investment preferences of each client.

Guided by our experience and knowledge

Guiding clients through the complexities of the current economic climate requires experience, knowledge and access. We follow a disciplined process to determine client investment objectives, identify his or her tolerance towards risk and to understand goals. Using this information as the foundation of a Client Investment Profile we begin to develop strategies that work towards achieving investment aspirations under consideration of client specific preferences.

Why choose Oshiro Associates?

Flexible approach - We work in partnership with each client under our care to define and shape custom based solutions to deliver upon client specific needs and aspirations.

Knowledge and efficiency - Our in-house research combine with practical experience to deliver innovative wealth solutions that seek to overcome the challenges faced under the present economic conditions.

Experience and access - We have helped clients to successfully navigate their financial affairs through a number of economic cycles by utilizing an investment philosophy based on absolute returns.

Client care services - Our in-house professionals handle everything that is considered important to successful wealth management in the modern era. From investment management to performance related assessments, we present our clients with a seamless investment experience.

Become a client

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

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Contact us

Contact us for more information on the services we offer and to discover how Oshiro Associates can help you to make the right decisions about your financial future..

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