who we are
Let’s Pave the Path to
Financial Freedom
We are a team of dedicated professionals offering a refreshingly straightforward approach to financial planning.
Our mission is to craft a personalized financial plan tailored to your unique needs and goals, and to continually review and adapt this plan to ensure it remains effective throughout all stages of your life, from pre- to post-retirement.
WHAT WE OFFER
In recognizing that everyone’s financial situation is unique, we will guide you through a comprehensive process to develop and implement a financial plan that suits your specific needs.
GROWTH & PRESERVATION
OF WEALTH
RETIREMENT SAVINGS
Planning for retirement requires a careful evaluation of your needs and available capital to ensure that you’re saving adequately. By focusing on disciplined, tax-efficient long-term savings through options such as pensions, provident funds, preservation funds, and retirement annuities, we can assist you in building retirement capital. This capital will then be used to generate a sustainable income throughout your retirement years, allowing you to enjoy financial security and peace of mind.
GROWTH & PRESERVATION
OF WEALTH
VOLUNTARY SAVINGS
Build your wealth with a flexible, tax-efficient portfolio that leverages various investment products and asset classes, both locally and directly offshore. Whether it’s for a special goal like a holiday or a new home, or to build medium to longer term capital, we offer solutions. If required we can invest your capital to produce sustainable income. A tax free savings investment is another option to build flexible capital.
RISK MANAGEMENT
SOLUTIONS
RISK PROTECTION
Ensure that you and your family are prepared for unforeseen events with comprehensive risk protection.
Our range of policies, including life insurance, severe illness cover, disability insurance, and income protection, provides financial stability and peace of mind, safeguarding against unexpected life events and ensuring that you and your loved ones are secure no matter what the future holds.
RISK MANAGEMENT
SOLUTIONS
YOUR WILL
A valid will ensures your chosen heirs inherit your wealth.
It provides clear instructions for distributing assets, appointing guardians and specifying funeral arrangements, ensuring your wishes are honoured and disputes minimized.
RISK MANAGEMENT
SOLUTIONS
ESTATE PLANNING
Effective estate planning is crucial for ensuring a smooth and efficient transfer of wealth to your loved ones after your passing. Key factors such as liquidity, tax efficiency, and ease of investment continuation must be carefully considered to minimize tax burdens and ensure that sufficient liquid assets are available to cover any liabilities. Proper estate planning helps secure your legacy and provides peace of mind that your estate will be managed according to your wishes.
who we work with
Our Exclusive Network
of Trusted Providers
We are independent advisors so we can work with whomever we feel is best for you. Below is the list of current preferred providers with whom we have contractual relationships.
