Wealth Management

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Wealth Management

We help you to simplify your finances, create order and live the life you want.

We offer our clients dedicated Wealth Management and Retirement Planning services. We focus on clients who have a minimum of R1 million to invest with us either in retirement funds or in discretionary assets such as shares, unit trusts or overseas investments. We are an independent advice-based practice, which means we are not tied to a specific product supplier.

This allows us to offer objective independent advice. We use world-class financial planning solutions that allow our excellent financial planning staff to provide our clients with optimal solutions.

Tailor Made Investment Strategies

We develop tailor-made investment strategies for our clients. Our initial objective is to develop a proper understanding of our client’s current financial position and future objectives. We use this information to develop a proper investment strategy that is unique to our client.

This strategy includes information on the level of risk that our client needs to take to achieve his or her financial objectives. We use highly advanced planning tools and a consistent, repeatable planning process to ensure that all our clients have proper investment strategies that suit their specific needs.

We are an independent advice based firm, which means that we are not product sellers. Our independence allows us to offer objective advice that is right for our client – as we do not belong to a product house; we are not obliged to sell one company’s products.

Who are our clients?

  • Retired Individuals

    We specialise in working with retired people to ensure that their assets are correctly positioned so that they are able to retire with peace of mind.

  • Entrepreneurs

    We help business owners to structure their assets correctly and help them to plan for their future. This includes helping them develop the best structure for the ownership of their assets and the development of an exit strategy.

  • High Net Worth Clients

    We develop investment strategies for our high net worth clients to ensure that their assets are correctly structured. Managing the risk of their investments is usually the biggest role we play as they do not want to take excess risk with all their capital.

  • Widows & Divorcees

    It is our experience that these clients usually require a trusted advisor who can assist them with their financial affairs. Our role is to play the role of financial coach and advisor to ensure that they are able to make proper decisions about their finances.