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
Retirement planning through different life stages
Retirement planning is essential at every stage of life, but the focus will evolve as circumstances change. It needs attention throughout your lifetime – as your life changes, your retirement planning needs will also change. In the words of Earl Nightingale, “As in all successful ventures, the foundation of a good retirement is planning”.
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Choosing the right investment products to meet your retirement planning needs
Tax-free savings accounts (TFSAs) and retirement annuities (RAs) are two popular savings options for South African investors. Each has unique features suited to different financial goals, including saving for retirement or other long-term needs.
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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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