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VISION

To be a leading and respected PRIVATE wealth management company in South Africa.

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VALUES

We are driven by values of independence, professionalism and confidentiality.

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PURPOSE

We offer comprehensive analysis-driven financial planning services for individuals and companies. We gather all relevant information regarding your financial needs. We provide customised solutions to meet those needs.

 

INDIVIDUALS

We offer a full financial planning service, which entails conducting a full financial needs analysis and developing a financial plan. This includes Estate Planning, Investment Planning, Retirement Planning and Risk Planning (Life, Dread Disease, Professional Indemnity*, Short Term Insurance* and Medical Aid*).

 

CORPORATES

We set up Employee Benefit Schemes which include Group Cover*, Professional Indemnity*, Business Assurance and Short Term Insurance*. Through this process we are able to assist companies in identifying and managing all their financial risks.

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*via associates
Associates mean independent non-competing businesses with whom we have formal advice, service and fee-sharing agreements. We conduct due diligences on these businesses to ensure all compliance, advice and servicing requirements are met.