Our relationships with various asset managers allow us access to the most up-to-date news, views and research from some of the most successful investment professionals. These include acclaimed economists, and various investment fund and portfolio management teams in South Africa.
Major Product Providers:
We attend to the due diligence and credibility of any establishment that we entrust with the provision of products or services to our clients. These companies can include, but are not limited to, insurance and investment companies and banking groups.
We are not registered as stockbrokers and recommend the services of credible institutions to our clients, as and when necessary, as part of financial planning.
Fiduciary Service Providers:
Fiduciary services include:
- Estate planning and drafting of Wills
- Trust formation and administration
- Deceased Estate administration
- Personal Estate administration
Accountants and Bookkeepers:
We make use of several specialist providers of accounting and financial management solutions. Appropriate bookkeepers and accountants are recommended to individuals and SMEs depending on their specific needs and requirements.