Wide Range of
Financial Planning Services
We offer a wide range of financial planning services across the spectrum of investments and estate planning, life assurance, short-term insurance and employee benefits, in South Africa and internationally.
We are proud to be associated with many of the foremost Life Assurance, Asset Management and Private Banking institutions in the country. We are protective of our independence and aim to provide individually tailored and relevant financial solutions to our clients.
Our staff and management and their families, our clients and their families. This people centred approach drives our business and ensures that we place the highest value on ethical relationships.