Consultation, planning, and calculating the requirements for your short, medium- and long-term investment needs and goals. We have dedicated and professional investment teams, locally and internationally to optimise results based on your affordability, requirements, and risk tolerance.

Portfolios are actively managed, adapted, and monitored continuously by our investment teams and advisors.

Investment Management

Through experience and by being part of our clients’ financial strategies for more than 30 years we have developed outcomes-based investment portfolios, both locally and internationally, to suit your individual needs. Through our experience and dedicated investment specialists, we strive to make sense of where to find the most appropriate opportunities in this volatile world of investments, to increase the probability of reaching your financial goal and performance outcome. We achieve this by using the research, market experience, and knowledge of our partners and investment specialists. This model and scale at our advantage provide us with access to all suitable asset managers and their portfolios in South Africa and Worldwide.

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Life Insurance, Disability and Critical Illness Cover
Face your mortality and life’s financial risks. No regrets. As we are now staring at a difficult time ahead of us. We must face our fears and act upon it.
Retirement Planning and Investments
Personalised consultation and planning are custom-made to ensure optimum results based on your affordability and requirements.
Estate Planning and
Our vast experience in the field of wealth management puts us in the driving seat to ensure that your estate will be well managed.
Medical Aid and
Gap Cover
With a vast variety of plans and options available, let us narrow it down to what will work best for you and your family’s needs.
Accounting and Tax
Our team of specialists is enabled to effectively attend to all business requirements and advice.
Statutory Services and Compliance
Through us and our experienced partners, we provide the full suite of statutory and secretarial services required for business entities and trusts to comply with legislation.