What we do

Life Long Financial Planning

Our ongoing service is to design, review and report on suitable strategies to reach your goals. For younger clients we help to create wealth and for those further down the line we oversee suitably constructed investment portfolios to protect wealth.

Investment Planning

Investment planning forms an integral part of one’s overall financial plan. Your investment capital is a resource to ultimately provide you with a future income steam. It’s imperative that your investment strategy includes diversity of asset classes, currencies and geography.

Retirement Planning

We will review your prospective pension income and capital provision and recommend options in line with your circumstances. We will ensure proper planning for retirement and ultimately match your post retirement income to your requirements and objectives.

Estate Planning

We initiate and facilitate discussions regarding updating your Last Will and Testament and creating future Will Trusts to give you peace of mind and to optimize inheritance tax and estate planning. This may involve Inter Vivos Trusts to maximise asset protection and enhance liquidity in your estate.

Tax & Migration Planning

South Africa is now fully integrated in the global village and we understand the importance of client mobility. We work closely with registered tax practitioners locally and abroad in determining appropriate tax advice for immigrants, emigrants and expatriates.

Business Assurance & Entrepreneurial Services

We have significant expertise in assisting business owners and entrepreneurs with asset protection, “Buy & Sell” and “Key Man” cover, and offer pertinent advice on succession planning and exit strategies.