Access a team of multi-skilled specialists who work together to ensure best advice and service excellence.
THE TEAM
MONRÉ STEYN
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.
EXPERIENCE
26
YEARS
5
TOP
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
MANAGE RISK
We simplify financial markets and manage client investment risk by appointing an independent investment manager that oversees our four model portfolios.
MARKET RESEARCH
Managing investment portfolios in a structured, well managed manner rewards clients with the appropriate level of market risk, thereby providing unrivalled peace of mind.
ADMINISTRATION TEAM
SERVICE EXCELLENCE
We decided on using outsourced administration and service support as it's professional and efficient.
CONVENIENCE
Outsourcing is a concept that business professionals and enterprises around the world are adopting.
This provides better quality and higher skilled business solutions without compromising confidentiality.
