Do you want to create Wealth?
We offer a wide range of wealth planning services across the spectrum of investments and estate planning, life assurance, short-term insurance and employee benefits, in South Africa and internationally.
Wealth creation depends on a plan. Without a detailed wealth plan, you cannot navigate the complex financial challenges in life. We can give you a plan and be your lifelong wealth advisors.
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 especially promote Wealth Planning in previously dis-empowered groups like the Black middle to affluent market