WHO ARE WE ?
We are highly skilled,
experienced and qualified
Investing your financial assets will be one of the biggest
decisions you make in your life. There are only a handful of
wealth managers who have the necessary financial IQ to deal
with high-level planning requirements which add value
across the spectrum of investment, tax, and estate planning.
WHO ARE WE ?
We have a 99%
client retention rate
A retention rate that is practically unheard of in the financial industry,
that is achieved through relationships built on trust.
As a wealth management company we are united by a common vision, focus and passion for client-centred advice, built on a
‘10/10, nothing less’ philosophy.
WHAT WE DO
WHO ARE WE?
We are independent
Being independent means we are free from ownership or control by large banks, insurance or investment companies. With that, comes many investment advantages. We firmly believe that non-conflicting advice, as a result of our independence, will always be in the best interests of the client.
OUR INVESTMENT PHILOSOPHY
WHO ARE WE?
We are different
We are different
Our objective is to get each client’s financial house
in perfect order (10/10) and to keep it that way.
WHY OUR CLIENTS CHOOSE US
It’s nice to have one place to come to
without feeling like a number. Linda has been our
financial adviser since 2009 and fully understands my
whole big picture. If anything were to happen to either of
us, I have complete peace of mind knowing my
family will be looked after.
SUE & BILL CUMMING
MORE TESTIMONIALS
KNOWLEDGE CENTRE
Knowledge Centre
Economic and Market Overview: Quarter 1, 2025
Global equity indices saw gains in the third quarter of 2024, largely fuelled by enthusiasm for US tech stocks and optimism about a soft landing for the US economy.
Market Corrections Reveal Who You Are as an Investor
Market corrections don’t just test portfolios; they test people. In a bull market, everyone feels like a disciplined, long-term investor. Confidence is high, portfolios are growing, and the temptation to believe in one’s own investing skill is strong. But when the...
Newsletter Issue 55
Money Matters April 2025 Lisa and I were fortunate to attend the recent BizNews Conference in Hermanus—an intense, thought-provoking few days that left us both challenged and inspired. From Helen Zille’s stark analysis of South Africa’s place in a shifting global...