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Building & Preserving Wealth

Through Expert Independent Advice

Your Wealth Management Specialists

Established in 1989, we are an independent lifestyle financial planning practice. We assist Private Wealth & Corporate Clients in the end-to-end process of building their long-term wealth as well as preserving this throughout retirement and from one generation to the next.

Years Since Incorporation

What Can We Help You With?

Lifestyle Financial Planning

How much money is enough? The answer depends on your specific goals and circumstances which is why we assess each client holistically and factor the following into our advice process:

Investment | Retirement | Estate | Risk 

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Investment Planning

Investing requires patience & discipline to acheive long-term returns. Through our professional implementation of asset allocation, fund manager selection, tax-efficiency, and low-cost strategies we can offer our clients a range of local & global investment solutions.

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Retirement Planning

Many retirement vehicles have tax benefits that every investor should be taking advantage of without compromising their liquidity and investment opportunities. Through cashflow modelling we can assist in forming and carrying out your retirement plan with you.

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Estate Planning

Without a valid will your estate will be distributed intestate, meaning beneficiaries and procedures are determined according to legislation and not your last wishes. We tailor estate plans to provide for estimated  expenses & shortfalls to ensure your last wishes are fulfilled.

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Business & Life Assurance

Risk Planning is a crucial part of financial planning that protects people and businesses against unforeseeable events. Companies and Business Owners face similar risks of death, disability, severe illness and health in relation to key employees and business partners.

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Employee & Group Benefits

Employee benefits can be a competitive advantage in the workplace and help secure qualified and key employees. We manage several group benefits and can assist business owners in providing employees with tailored benefits to suit their needs.

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Share Portfolios

As a specialist financial advisory business, we are able to offer our clients a layer of advice and protection over their share portfolios. Through our trusted partners we offer competitively priced and tailored stockbroking solutions.

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Cash Management Solutions

Corporates and individuals know that banks do not provide sufficient interest on cash which causes inflation and financing costs to erode value over time. We have effective solutions aimed at providing individuals and corporates with liquid, low volatility and cash management solutions.

click for more info

Lifestyle Financial Planning

How much money is enough? The answer depends on your specific goals and circumstances which is why we assess each client holistically and factor the following into our advice process:

Investment | Retirement | Estate | Risk 

Investment Planning

Investing requires patience & discipline to acheive long-term returns. Through our professional implementation of asset allocation, fund manager selection, tax-efficiency, and low-cost strategies we can offer our clients a range of local & global investment solutions.

Retirement Planning

Many retirement vehicles have tax benefits that every investor should be taking advantage of without compromising their liquidity and investment opportunities. Through cashflow modelling we can assist in forming and carrying out your retirement plan with you.

Estate Planning

Estate planning is about more than just having a will and

Business & Life Assurance

Risk Planning is a crucial part of financial planning that protects people and businesses against unforeseeable events. Companies and Business Owners face similar risks of death, disability, severe illness and health in relation to key employees and business partners.

Employee & Group Benefits

Employee benefits can be a competitive advantage in the workplace and help secure qualified and key employees. We manage several group benefits and can assist business owners in providing employees with tailored benefits to suit their needs.

Share Portfolios

As a specialist financial advisory business, we are able to offer our clients a layer of advice and protection over their share portfolios. Through our trusted partners we offer competitively priced and tailored stockbroking solutions.

Cash Management Solutions

Corporates and individuals know that banks do not provide sufficient interest on cash which causes inflation and financing costs to erode value over time. We have effective solutions aimed at providing individuals and corporates with liquid, low volatility and cash management solutions.

What Life Does Your Wealth Enable You To Live?

Local Partners

Global Partners

Get In Touch

+27(11) 886 7273

Flexisuite, Sandton Gate
7 Minerva Avenue, Glen Adrienne
Sandton 2196

PostNet Suite #0257
Craighall 2026

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