We are an organisation specialising in Personal Financial Management. Our model is to serve from the front and we take full responsibility for our efforts. We consider continous and in-depth research as a key factor for success.

We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at the grassroot level; ensuring that all angles are covered in the decision making process.


  Investment Management

Tax Management

Financial Management

Succession Planning

Retirement Planning

Asset Protection

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We follow a multi-disciplinary and intergrated approach to wealth management. We provide access to the collective knowledge and expertise of Certified Financial Planners. We offer a wide range of services which includes investment management; goal based planning, succession planning and tax management.

In this increasingly complex and uncertain world, we bring you financial clarity, awareness and discipline to manage your financial matters.

Glass Buildings

​This includes the management of your :

  • Income and expenses

  • Assets and liabilities

  • Savings and investments

  • Bank accounts and deposits

  • Insurance matters

  • Shares and securities