Services

Seneca provides access to investment opportunities from around the world. Our clients can invest in emerging local companies, global leaders and everything in between. All through the lens of our investment committee’s rigorous process, forged from over 60 years of combined experience across financial advice, funds management, financial academia and entrepreneurship. Asset classes include:

• Equities (shares, preference shares, local & international)
• Fixed Income (bonds, hybrids, local & international)
• Derivatives (options, warrants)
• Managed funds (across all asset classes, local & international)
• Alternatives (absolute return strategies, real estate)
• Cash, term deposits and money markets (term deposits)

Our investment specialists focus on tailoring this process to your specific needs and objectives, sourcing research and opportunities from an array of local and global investment banks, brokerages and specialist consulting firms. This depth and breadth of information results in unique insights and outstanding outcomes.

Seneca offers strategic and ongoing financial advice across the various stages in life, with a focus on working with you to develop highly-personalised plans to address your most critical financial needs.

The advisory process begins with a comprehensive, face-to-face discussion with your adviser, where we focus on listening and helping you define your needs. These might include:

• Managing assets and cash flow during retirement
• Intergenerational wealth transfer and estate planning
• Wealth accumulation and transition to retirement

We then take time and care to formulate clear, actionable advice we believe will help you achieve your objectives, with full transparency to the rationale and basis for each piece of advice.

Once agreed, we take all the hassle out of the implementation and execution of our recommendations.

The most important part of any strategic plan is adaptability should your circumstances or the market conditions change. This is why we have devised on an ongoing service plan that ensures your investments and structures are optimised for future market conditions or regulatory changes.

Seneca provides advice and guidance to private and family businesses. With our hands-on and holistic approach, our experts can assist with:

• Founder transitions and generational management change
• Mergers and acquisitions
• Partial divestments, whole of business sale or initial public offer (IPO)
• External capital raising
• Balance sheet refinancing
• Business improvement and change management

Seneca can assist emerging companies prepare for and raise external capital through our extensive network for corporate, institutional and high-net-worth clients and contacts.

We specialise in working with founders/owners to:

• develop investment-grade governance frameworks
• expand the Board of Directors
• attract and manage external shareholders
• appoint relevant and skilled specialist advisors (legal, accounting etc.)

When partnering with a private business, we look for:

• a proven product/service offering
• diversified clientele and revenue
• a clear pathway to or already able to achieve cash-flow positive
• expert management who can attract and retain high-quality people
• a sustainable competitive advantage

Seneca assists clients in accessing finance for a range of personal and commercial asset purchases. Whether refinancing your investment property to take advantage of the current interest rate environment or looking for favourable terms for your next business or agricultural equipment purchase, Seneca’s team of lending experts can assist you in achieving competitive rates and favourable terms.