“Building generational wealth takes time, knowledge and focus. “

Josef Nejedly Consultancy has over 25 years in servicing trustees with a guided hand and prudent advice.

The “Josef Nejedly Consultancy Trustee Solution” was designed to assist trustees in fulfilling their fiduciary duty to the trust and, ultimately, its beneficiaries. This comprehensive solution provides a complete suite of services to assist the trustee with staying compliant and helping to reduce legal exposure.

Our trustee services include:
Custodial services
Comprehensive investment services
Annual fiduciary review
Comprehensive reporting
Record keeping
Annual review of trust terms and structure
Electronic filing of all trust documents and correspondences
Transparency with 24-hour account access
Cash management
Cost-basis retention and recovery
Annual tax reporting

Josef Nejedly Consultancy do not provide legal or tax advice. Please consult a tax or legal professional regarding your individual situation.

How we tailor your account

Customized
Portfolio

Active
Management

Portfolio
Management

Asset
Allocation

First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.

Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.

Our Services

FINANCIAL PLANNING

If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.

INVESTMENT ADVISORY

Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.

SAVINGS SOLUTIONS

Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.

CORPORATE SERVICES

We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.

WEALTH MANAGEMENT

We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.

RETIREMENT PLANNING

Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.

OUR TEAM

We’re always strategic and we think outside the lines to bring our clients fresh ideas.

OUR FOCUS

Josef Nejedly Consultancy manages your finances so they don’t manage you. And that equates to complete peace of mind.

OUR APPROACH

We’re an independent, fee-only firm that provides investment advice – always in our clients’ best interests.

RESULT BASED

We focus on your specific needs and represent only the best returns on offer to maximise your wealth building.