Who We Serve
Overview
Every successful financial journey begins with the right guidance.
At Savest, we specialize in helping individuals make smart, confident decisions about their wealth. Whether you’re building assets, preparing for a major life milestone, or planning your legacy, we offer personalized, goal-driven financial advisory tailored to your unique needs.
Financial Planning
What Are Your Financial Goals?
Are you planning for your children’s education, purchasing your dream home, leaving a legacy for future generations, or securing financial independence in retirement?
Without a structured financial plan, you risk falling short of even your most important goals. Our comprehensive financial planning creates a clear roadmap to help you achieve your ambitions at every stage of life.
Estate Planning & Wealth Transfer
Preparing and executing the disposition and distribution of your wealth doesn’t have to be complicated or overwhelming. At Savest, we work alongside experienced professionals to explore and implement the best estate planning strategies tailored to your unique situation.
Strategic Estate Planning Solutions:
✅ Setting Up a Trust – Protect your assets and ensure a seamless transfer to beneficiaries.
✅ Forming a Corporation or Joint Account – Optimize wealth management and tax efficiency.
✅ Taking Life Insurance – Safeguard your family’s financial future with strategic coverage.
✅ Inter Vivos Wealth Transfer – Pass on assets during your lifetime with structured gifting strategies.
With Savest, you gain expert guidance, strategic planning, and professional execution to preserve and transfer your wealth according to your wishes.
Portfolio Management Advisory
Retirement Planning
Tax Advisory
Separately Managed Accounts (SMAs)
The biggest challenge in successfully managing your investments is often time. Partnering with a trusted advisor like Savest allows you to focus on growing your business and advancing your career while we help you build long-term wealth.
As fiduciaries, we prioritize our clients’ best interests. Our team is highly skilled in portfolio construction, asset allocation, and ongoing monitoring across a diverse range of assets.
Career & Education Planning
When it comes to investing, starting early is one of the most powerful ways to build lasting wealth. Compounding rewards time—and the earlier you begin, the greater the impact. In fact, the ideal time to start investing is at birth.
Yet many parents face a dilemma: how to balance the desire to provide financial security with the fear that too much early wealth might dull a child’s drive or ambition.
Account Minimum & Fees
At Savest, we typically work with individuals and families who have investable assets of NGN50,000,000.00 or more (or its foreign currency equivalent).
We also welcome entry-level clients with a minimum of NGN2,000,000.00, subject to a suitability assessment.
Fee Structure:
Our advisory fees start at 0.50% of the total advised assets and decrease progressively as the asset size increases.