Manage your wealth in a way that makes life more meaningful.
Our passion is to help people manage their wealth in a way that will make their lives more meaningful. One does not necessarily have to wait for retirement to feel financially free; it can be attained by taking control of one’s finances today. This thinking is at the centre of everything we do.
Integrated Wealthcare Management
We believe that one of the cornerstones of becoming a self-managed individual is to create a platform for financial freedom.
Our process is comprised of personal financial coaching and financial advice. Financial advice can be described as transactional assistance, as opposed to the transformational assistance provided in financial coaching. When the fundamentals of safety have been achieved, people are poised for success in their personal lives and careers.
Planning for every stage of your journey
Goal-based Investment Planning
Whether it’s saving for your child’s education or building a retirement portfolio, we help our clients with goal-based investments that are risk-profiled and time-horizoned to meet individual needs.
Personal Risk Planning
Unexpected life events can catch us all off-guard. We help our clients plan for financial security for themselves and also their families in the event of disability, loss of income, severe illness, or death.
Retirement Planning
Financial security in retirement requires planning and commitment. With our goal-based investment planning in mind, we help our clients build their retirement savings and make the right choices when they retire.
Post-retirement Planning
Retirement is a new beginning, not a finish line. We help our clients turn their savings into an income that can rise with inflation for life, and keep their plans in step with their health, their family and their estate.
Health Care Planning
Medical Aid is a non-negotiable grudge purchase in South Africa. We help our clients with medical plans to suit their healthcare needs at every stage of their health journey.
Fiduciary Services
We provide our fiduciary services with our associate, Legacy Fiduciary Services: wills, living wills and powers of attorney, trust administration and deceased estate administration.
Our Client Relationship Principles
Guides, notes and forms
Ready to talk about what matters?
A first conversation is on us and without obligation. We will listen before we suggest anything.