We are an independent financial planning firm that is geared to providing objective and well-researched financial advice to individuals and small businesses. We work in partnership with an established network of associates including accountants, lawyers, tax specialists, short-term insurers and investment professionals. Through these professional and strategic partnerships, our advisors are able to offer a wide range of services and expert advice, and are well positioned to attend to all our clients’ financial planning needs.
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.
For our clients who require assistance with formal emigration, or have other foreign exchange needs, we work with Currencies Direct and Incompass.