For individuals

Lifelong financial planning has to start somewhere and there is no time like the present. Through an initial, one-to-one meeting, we will perform a thorough financial needs analysis and take the time to understand your complete financial picture, including your current financial situation, family circumstances, unique needs and aspirations.

Our financial planning services range from planning for the unexpected to protect your income and safeguard your family and lifestyle, to investing for your retirement and legacy planning.

With our financial planning services, we can help you start to build the future you've imagined.

Need financial advice?

We can help give you expert advice for your individual circumstances. To discuss options or book an appointment:

Our operating hours are:
Monday to Friday 8am to 5pm
(excluding public holidays)

We offer the following services...
FINANCIAL NEEDS ANALYSIS
Identify and determine your exact financial needs and requirements. With our financial planning services, we can help you start to build the future you've imagined

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INVESTMENT PLANNING
See how an organised approach to money may help grow your wealth. We offer a wide range of investment services which can be tailored to suit your specific needs

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RETIREMENT PLANNING
We'll help you prepare for and work towards your retirement with a plan that ensures you stay on track with your goals

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MEDICAL COVER
Medical aid cover is an important component of your financial planning, we can assist you with a tailored plan to suit your needs

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SHORT & LONG TERM INSURANCE
To help you prepare for the unexpected we offer competitive, comprehensive and affordable short and long term insurance solutions

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WILLS & TRUSTS
Consider your financial circumstances and requirements as well as the legacy that you want to leave behind

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