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Financial advice
What is financial planning?
We consider your unique needs and work with you to plan for your financial objectives.
Building, growing and maintaining your financial wealth requires careful planning. Tailored financial advice is the key to achieving financial security and independence. Our qualified financial advisers are experts who can help you navigate life’s uncertainties. Our holistic approach helps you to see the bigger picture.
Your long-term financial partners
True wealth is built over time, and preserved from one generation to the next. We understand that financial planning should be a long-term partnership built on trust, mutual respect, a proven process and the best products available in the market.
From local to offshore investments, we offer unit trusts, fiduciary services, risk cover, healthcare, share portfolios, and insurance cover – our network of experts takes a holistic approach to deliver tailored advice you can trust, now and in the future.
Advice for yourself
As truly professional financial advisers, we bring you access to a range of best-of-breed solutions from a variety of product providers. We ensure the financial advice you receive is appropriate to your needs.
Advice for your estate
Our comprehensive services include estate planning and drafting of your will to ensure your assets are distributed efficiently and according to your wishes when you pass away.
Advice for your business
We consider the unique needs of your business and can offer a tailored employee benefits package.
Latest news
Employee Benefits Insight: How to deal with longevity risk - - Feature
Longevity risk is one of the biggest risks facing retirees. Recent research has been highlighting how life expectancy of individuals is increasing. What does that mean and how can this affect your retirement savings?
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Fixed Income Investors Can Benefit from South Africa’s Distorted and Steep Yield Curve- - Feature
Fixed income markets have been through a tumultuous year. The rate cuts associated with efforts to contain the economic fall-out of the Covid-19 pandemic, together with worries about South Africa’s fiscal position and investor preference for low risk options, have driven distortions in the local yield curve.
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Don’t Settle for Assumptions- - Feature
There are many aspects of life that ‘go without saying’, yet some of these could do with a little conversation. A great example is keeping clear communication with your adviser or insurer, so that any assumptions you might have about your insurance cover can be cleared up. Here are some common examples to consider, especially as we begin a new year.
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