Independent financial advice
Plan for the life you want, not just the returns.
Retirement, investments and risk cover from advisers who sit on your side of the table.
Independent financial advisers
Advice first, products second
We are an authorised financial services provider and every adviser is a qualified Certified Financial Planner. We charge a transparent fee for advice, not a hidden commission on products, and we put every recommendation in writing, with the reasons.
Our firm →
Transparent fees
You will know our fee before we begin, and what it covers.
A written plan
Every recommendation in a plan you can take away and think about.
Reviewed every year
A yearly review, plus a call when your life changes.
Money is only a tool. Your life is the point.
Advice
How we can help
From R6 500
A written plan covering retirement, investing and protection.
R4 800
Projections, contribution advice and annuity options.
From 0.75% a year
Portfolio design and ongoing management.
R2 400
Review your life, disability and income cover.
Book a free meeting
Tell us a little about your situation. We will call you to set up an hour that suits you, in person or on video.