We are an investment advisory service and financial planning firm focused on South African clients with international interests and a global outlook. These clients range from young professionals to wealthy businessmen. We develop long-term, professional and trusted relationships with our clients to assist in building and protecting their wealth.
In particular, our advice covers the following areas:
- Investment management
- Retirement planning
- Offshore saving and investment management
- Inheritance Tax planning
- Migration planning
- Taxation planning
Let us help you to:
- Optimise your earnings through tax reduction.
- Maximise various tax breaks and allowances.
- Tailor a low-cost, diversified investment portfolio around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
- Assess your individual insurance cover needs, taking into consideration cost, flexibility and mobility.
- Create a full financial plan that covers your short-, medium- and long-term requirements.
More financial services for South Africans
We’ve spent many years taking care of our clients’ wealth. We believe that superior, long-term returns are driven through asset allocation, eliminating tax, reducing costs and expert product solutions. Find out more about our investment beliefs and philosophy.