Wide Range of
Financial Planning Services
We offer a wide range of financial planning services across the spectrum of investments and estate planning, life assurance, short-term insurance and employee benefits, in South Africa and internationally.
We are proud to be associated with many of the foremost Life Assurance, Asset Management and Private Banking institutions in the country. We are protective of our independence and aim to provide individually tailored and relevant financial solutions to our clients
Our staff and management and their families, our clients and their families. This people centred approach drives our business and ensures that we place the highest value on ethical relationships.
We keep your documents safe!
• LifeVault stores your personal important documents online.
• Have access to certified copies urgently - wherever you are in the world!
• Easily certify the copies as and when you need them.
R49/m or R500/a
Our expert knowledge and extensive investment options allow
you to truly choose the very best products available to you.
From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or
keep it conservative.
Investments completely tailored to who you are and where you want to go.
General: +27 21 433 2780
Fax: +27 21 434 5175