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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 and Short Term Insurance)
We offer professional financial planning services
to Individuals and Corporate.
What sets us apart?
We are independent:
We have permission to market the financial products of companies such as Allan Gray, Altrisk, Cadiz, Discovery, Investec, Liberty, Momentum, Old Mutual, Sanlam, Satrix and Stanlib. This allows us to tailor a plan to suit our clients’ unique situation and requirements.
We do not believe that any one product provider is able to meet all the needs of any one client.
We are professional:
We subscribe to the requirements of the Financial Planning Institute of South Africa in terms of continuous professional development, education and code of ethics. We do not have a sales based approach to doing business, but rather one that places the interests of our clients above all others.
We treat client information in a confidential manner:
Financial planning is a very personal service which requires clients to disclose sensitive information. We treat this information respectfully and ensure that it remains protected.
VISION
To be a leading and respected PRIVATE wealth management company in South Africa.
VALUES
We are driven by values of independence, professionalism and confidentiality.
PURPOSE
Offer a comprehensive analysis driven financial planning service for individuals and companies