The year 2004 marked the beginning of our wealth management and financial firm, with a clear goal to provide reliable, personal financial solutions that empower our clients to meet their financial goals. We are a privately-owned and independent company, dedicated to providing objective and honest financial advice, backed up by a team of financial planners and wealth managers boasting over 50 years of combined experience. And we are passionate about helping individuals, families and businesses grow, manage and preserve their wealth for generations to come. Our aim is, to help you increase and protect your wealth through personalised solutions which include Investment and Wealth Management, Retirement Planning, Lifestyle Protection, Employee Benefits, Medical Aid and Offshore Investing.