Through endearing partnerships, our pledge to you is that whilst nothing is risk free, our reputation has been built on our ability to consistently surpass expectations. We would rather under promise and over deliver than give our clients unrealistic expectations, based on wild and frivolous predictions about future yields and trends.
Our client portfolio includes, Companies from diverse industries and business sectors, top professional and commercial executives, TV personalities, medical and dental practitioners, and diplomats. Every client is a VIP and, as such, every client is dealt with in a highly personalized manner. We do not believe that ‘one size fits all’ and therefore, every package is tailor made to suit individual client needs.
In addition, whilst we deal with all the big product providers, including ABSA, Liberty, Momentum, Mutual & Federal, PPS, Prudential, M&G, Sanlam and Discovery, we are not beholden to anyone and we are therefore well placed to make totally unbiased recommendations, when it comes to choosing the best products on the market.
Offering a broad range of portfolio investment opportunities
Think banker, stockbroker, accountant, insurance broker and financial advisor all rolled into one.
Offering a specialist advisory and administrative support service relation to all things tax