Our Purpose and Unique Approach

Purpose

South Coast Advisory - Purpose

Our purpose is improving our client’s “Dividend On Life” (DOL, as opposed to the traditional approach of trying to improve the client’s portfolio ROI).

At SCA – South Coast Advisory, we understand that our responsibility centers around the long-term stability and financial well-being of our clients. For this reason, we aim to develop a sensible solution for our clients’ Dividend on Life, by the protection and growth of the wealth requirements of families and businesses.

Over the years, SCA has acquired a wealth of expertise to ensure that both families’ and their business’ needs can be serviced from our offices.


Our Unique Approach

A holistic view of our client’s Dividend on Life is required. The merger of our groups has enhanced our value proposition, enabling us to design the solution for our clients, by offering an expanded suite of services.

SCA is now in a unique position to provide hindsight (compliance services), insight (performance-oriented services) and foresight (strategic services). This sets the stage for innovation and game-changing performance for our clients.






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