FINANCIAL PLANNING
Start your journey to financial wellness with a trusted and preferred partner.
We strongly believe in the “client for life” philosophy and in addition to the competent team of planners, we have employed Relationship Managers to service and maintain the relationship with our valued clients.
Administered through subsidiary, Managed Risk Solutions, a licensed service provider, FSP 48316.
Administered through subsidiary, Managed Risk Solutions, a licensed service provider, FSP 48316.
- Estate Planning
- Risk Planning
- Retirement Planning
- Investments
We are in the business of providing you with sound financial advice to help you on your personal journey and make informed decisions about your money – so you can achieve your dreams and goals. Whether you’re moving up the corporate ladder or planning your retirement, our Financial Planner can help you get there.
We’re a team consisting of professional financial advisers that understands the challenges ordinary South Africans face. We understand that everyone has different financial goals that are important to them – that’s why we provide them with end-to-end solutions for their different life stages. Using our unique financial wellness framework, we can provide holistic financial solutions.