What we offer
Holistic planning
Our financial advisory service begins with a thorough analysis of a client’s short and long term financial requirements, as well as a review of their current investment and retirement portfolios. We assess the various financial products included in this portfolio, (which could include life insurance, pension funds, preservation funds, and more), and then develop a comprehensive investment strategy according to the client’s risk profile and conducive to achieving their financial goals. This includes retirement planning, tax and estate planning, as well as wills, trusts, and legal services (which we handle in collaboration with accountants and attorneys).
Financial services
We offer a broad range of local and offshore investment solutions tailored to the unique needs of our clients. These include:
- Unit trusts – a wide variety of local and offshore unit trusts
- Global investment solutions, share portfolios and unit trusts – giving you access to markets outside of South Africa
- Personal share portfolios – share portfolios tailored to your unique investment needs
- Cash management solutions
- Forex solutions