What matters to you about money?
By helping you to simplify and organise your finances, we can bring you closer to the freedom and lifestyle you aspire towards.
Our dedicated Wealth Management and Retirement Planning services are geared to ensure that your resources continuously work in your best financial interests.
Tailored investment strategies
We recognise that each client is different. Our client relationships are initiated through a process of close collaboration in order to define your financial goals and the level of risk necessary to achieve them.
Once we have a thorough understanding of your financial position and objectives, we can develop a robust investment strategy that is unique to you.
We use highly advanced planning tools and a consistent, repeatable planning process to ensure you benefit from sound financial advice, applied using best practices.
What our clients say.
Don’t just take our word for it. See what some of our high net worth clients have to say about us.
Ron and Phyllis, retired couple, enjoying the coast
Sarah, 51, travel enthusiast
Can we work together?
We focus on clients who have a minimum of R5 million to invest with us, either in retirement funds or in discretionary assets such as shares, unit trusts or overseas investments.