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What is financial planning?
We consider your unique needs and work with you to plan for your financial objectives.
Building, growing and maintaining your financial wealth requires careful planning. Tailored financial advice is the key to achieving financial security and independence. Our qualified financial advisers are experts who can help you navigate life’s uncertainties. Our holistic approach helps you to see the bigger picture.
Your long-term financial partners
True wealth is built over time, and preserved from one generation to the next. We understand that financial planning should be a long-term partnership built on trust, mutual respect, a proven process and the best products available in the market.
From local to offshore investments, we offer unit trusts, fiduciary services, risk cover, healthcare, share portfolios, and insurance cover – our network of experts takes a holistic approach to deliver tailored advice you can trust, now and in the future.
Advice for yourself
As truly professional financial advisers, we bring you access to a range of best-of-breed solutions from a variety of product providers. We ensure the financial advice you receive is appropriate to your needs.
Advice for your estate
Our comprehensive services include estate planning and drafting of your will to ensure your assets are distributed efficiently and according to your wishes when you pass away.
Advice for your business
We consider the unique needs of your business and can offer a tailored employee benefits package.
Latest news
Financial planning considerations when investing offshore
South Africa is considered a small emerging market in global terms, with the local stock market accounting for approximately 0.40% of the total global equity market capitalisation. This relatively small footprint underscores the importance of geographical diversification for local investors. Relying solely on shares available on the Johannesburg Stock Exchange (JSE) limits exposure to global growth opportunities, making offshore investing a logical and often necessary strategy.
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Selecting suitable offshore products for your needs
South Africa is often described as the world in one country because of its scenic diversity. The same can be said of its investment landscape, which offers a broad range of opportunities right here at home. Having the world in your investment pocket is advantageous, as it allows you to diversify your investment portfolio across geographies, currencies, market sectors, and asset classes.
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SONA 2024 Summary
The FTSE/JSE All Share Index and the rand weakened yesterday ahead of President Cyril Ramaphosa's State of the Nation Address (SONA). At 18h00, the rand had weakened by 0.51% to trade at R18.98 against a broadly stronger US dollar, while the JSE lost 0.79% to trade at 73 725 points.
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