we believe in
financial planning

human beings


Planning your future and protecting
the one's you love is about a lot more than
graphs and spread sheets.

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


Retirement Planning
Flexible Investments
Direct Offshore

Estate planning

Last Will & Testement
Living 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 Opinions

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

Get in touch

Contact us

Ground Floor, Bldg 13
Greenstone Hill Office Park
Greenstone Hill

011 021 8966