Minimising Chance,
Maximising Life
Our Philosophy
As a result, we are committed to developing long lasting relationships, and by using the specific information gathered, we are able to formulate comprehensive, individually tailored, financial solutions for our clients
Masthead FAIS Compliance Seal
Being independently monitored and audited by Masthead assures you the client that you will be dealing with accredited advisors who take their roles and responsibilities seriously.
Furthermore, this Masthead seal also serves as an endorsement of the high standard of our compliance.
Our Services
We have a holistic approach when formulating a client’s financial plan and have specialists
in every field
financial planning
Regular holistic planning is necessary to stay on track of reaching goals
risk planning
What risks are you facing now in your work or life? Protect your most valuable asset...your income
investments & Savings
Let your money work for you, investing early helps you to reach your dreams
Retirement Planning
Reduce financial stress by securing your income at retirement
Tax
Peace of mind that personal tax returns are completed and submitted timeously
wills & estate planning
Take the time now to put plans in place
Business Insurance
Safeguard your business with Key Man insurance and Buy-and-Sell Agreements
short-term insurance
Ensure that your assets are correctly protected against loss or damage
healthcare planning
Get the right advice on medical aids and health insurance
Contact Us
Reach out to us through any of the channels, we would love to connect with you
An Authorised Financial Services Provider – FSP 37367
- 8 van der byl street, durbanville 7550
- 021 975 5612
- Hours: 8am - 4:30pm (Mon-Thurs, 3:30pm on Fridays)