Financial advice
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
Future of investigative journalism
Journalism is a tough profession by anyone’s standards and is also facing multiple challenges in our digital and connected world.
Read more
Future of money banking and crypto
What is South African Reserve Bank’s stance on crypto currencies? Who regulates crypto currency trading and when will we have a clear regulatory regime for the use of crypto currencies in South Africa?
Read more
Welcome to the latest edition of The Wealth Perspective
In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask shares six investments tips to implement in a market such as this. Head of Sales, Nirdev Desai, argues that now’s as good a time as any to start your savings and investment journey. Head of Securities Wendy Myers believes that markets are ripe with opportunities for trading and Head of Technical Support Mariska Comins challenges HR managers to play a more active role. Jan van der Merwe, Head of Actuarial and Product, discusses the different investment products one can take up to suit your different individual needs and Mariska Comins rounds off the edition by unpacking how estate planning is a crucial part of your investments portfolio.
Read more
Future of South Africa’s youth
Education is recognised as being so important to the future of our youth, that it is also enshrined as a right in the constitution.
Read more
Future of youth employment
South Africa’s youth unemployment rate is in excess of 66% and urgently needs to be addressed.
Read more