we believe in
Planning your future and protecting
Who we are
We’re a family orientated team that focusses on helping our clients create and protect their wealth, whatever that may look like.
Everyone’s story is unique and your financial planning should reflect that. We don’t do ‘one-size-fits-all’, vanilla planning.
families assisted
years experience
R
Bil
Assets under management
Planners
Investing
Retirement Planning
Flexible Investments
Direct Offshore
Estate planning
Last Will & TestementLiving Will
Long term insurance
Life Cover Income Protection Critical Illness Cover Disability Cover Funeral Cover
Business assurance
Buy & Sell Agreements Keyman Cover Contingent Liability Business Income Protection
Short term insurance
Vehicle Cover Household Content Building Cover Personal Items
Medical aid
Medical Aid Gap Cover
Tax & Payroll
Annual Tax Returns Payroll Administration
Legal
Legal Opinions Documentation
How we do it
Every family should have access to quality financial planning and so all of our appointments are at no charge and there is no obligation to use our services.
What our clients say
Very friendly team and felt comfortable to do business with. Duncan took the time to help me understand my investment portfolio so I know exactly how my money was going to work for me.
Debbie Daniels
Client
