Access a team of multi-skilled specialists who work together to ensure best advice and service excellence.
With 25 years experience in advising high-net worth families and professionals in areas of financial planning and banking. I gained first hand experience of what it takes to be successful.
During this times I've watched my clients become rainmakers and in doing so, developed a healthy passion for wealth management.
2014 Financial Planner of the year
Distinction - Advance Wealth Management
Gordon Institute Business Science - 2008
Post Grad Financial Panning Law
University of Free State
PORTFOLIO MANAGEMENT & INVESTMENT RESEARCH
We simplify financial markets and manage client investment risk by appointing an independent investment manager that oversees our four model portfolios.
Managing investment portfolios in a structured, well managed manner rewards clients with the appropriate level of market risk, thereby providing unrivalled peace of mind.