What makes us unique is not the kind of financial products we offer. Anyone could sell them. And everybody does.
It’s the ones we’ll offer you. Because unlike most others, we understand that you’re different. Your particular financial reality, fears, hopes and dreams are yours alone. So we listen before we advise. With over 25 years of success in growing, managing and preserving wealth, we’re still passionate about creating financial freedom for each of our clients.
What our clients say
Greg and Ronel Grant
It is essential in the successful operation of any business that continuity and succession planning be addressed in the event of a member dying or becoming disabled. Very often, the most effective way to achieve this is with Buy and Sell and/or Key person insurance....read more
There is ongoing uncertainty on how retirement investors can access their savings on emigration. Given our country’s history of exchange controls and the restrictions that apply to retirement savings, concern on this matter is understandable. In the past, the South...read more
On a recent trip to Zululand, I found this interesting flyer on my car. “What does the good Doctor have to do with finance?” I hear you ask. Well, a few natural herbs can help you attract customers, win the lotto and even pass exams! Now I can hear a few people...read more