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
If you pay a deposit to the conveyancer when buying property, make sure that you earn interest on it. It may not amount to much (unless there are long delays in transfer and/or we are talking big numbers here) but it is as they say a lot better than nothing. When you...read more
Expats have until now enjoyed a tax exemption in respect of foreign remuneration earned, provided they meet requirements as to time periods worked overseas. The exemption will however be partially removed with new legislation recently passed. “An income tax form is...read more
DECEASED ESTATES PAY TAX It is true! Even after you are no longer part of the economy, you are still liable to pay tax! As you may already know, everything is taxed, even small items you purchase at the shop on a regular day like a can of coke. HOW DOES THIS WORK WITH...read more