Honest, knowledgeable and dynamic financial advice
We understand that everyone deserves to build the life they’ve dreamed of, we’ll help you make sound financial decisions along the way, so that your financial security is never vulnerable.
We began our boutique wealth management and financial planning firm in 2004, with a clear goal in mind: to provide reliable, personal financial solutions that empower our clients to meet their life goals.
For over a decade, we’ve remained privately-owned and independent – allowing us to give objective and honest financial advice, unrestrained by financial institutions. Our close team of dedicated financial planners and wealth managers has over 50 years of combined experience, and are passionate about helping individuals, families and businesses grow, manage and preserve their wealth for generations to come.
We help to increase and protect your wealth through personalised solutions which include Investment and Wealth Management, Retirement Planning, Lifestyle Protection, Employee Benefits, Medical Aid and Offshore Investing.
