WE CHALLENGE CONVENTIONAL FINANCIAL THINKING
We have more efficient ways of managing clients wealth and that's where we differentiate ourselves
In an ever changing world where traditional thinking is no longer good enough, where average is unsatisfactory and the standard solution unacceptable.
We set about creating a wealth management company that provides unbiased advice and personalised solutions in a way that challenges conventional financial thinking.
This unique approach delivers outcomes that are more efficient, personalised and easy to understand.
We know time is a scarce commodity and with expertise across all aspects of finance we can deliver an outcome that comprehensive in a focused and cost effective way.
It's time for a fresh way of financial thinking.
YOUR PLAN
04
LONG TERM RELATIONSHIP
An assigned advisory team approach creates a co-ordinated thinking process on all aspects of finance
HOLISITC
The whole is greater than the sum of it's parts. A team approach is how we derive at solutions.
INDEPENDENT
& ALL ACCESS
Unlike traditional advisory companies we provide unbiased and unrestricted advice to individuals and businesses.
No conflict of interest.
MANAGE RISK
Only credible companies.
Minimise decision making risk and maximise opportunities
SINGLE POINT OF CONTACT
Pull together all your financial information Uncluttered, thereby creating a clear picture to all your financial needs.
The whole solution is where we deliver the greatest value and outcome
PROVIDE OUR CLIENTS WITH A FULL SUITE OF SOLUTIONS DEPENDENT ON YOUR NEEDS AND FINANCIAL SITUATION.
Emerging Wealth
Private Wealth Management
Family Office
THIS IS HOW WE MAKE IT HAPPEN
WE PROVIDE YOU WITH A FINANCIAL PLAN THAT ENSURES YOU ACHIEVE THE LIFE YOU WANT TO LIVE
A whole solution is where we deliver the greatest value and outcome.
THE BENEFIT TO YOU
Warm partnership rather than a cold client advisory relationship
01
More time for you and the family
02
Convenient
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greater control over your financial future
04
maximise your money, optimise your costs
convenient
OUR AREAS OF SPECIALITY ARE INVESTMENT PLANS AND WEALTH MANAGEMENT SERVICES. THIS IS WHERE WE DIFFERENTIATE OURSELVES AND UNLOCK THE GREATEST VALUE
Working with you to ensure better outcomes by empowering you to make informed investment choices.
A retirement strategy that enhances your capital by using tax efficient structures.
Making sure your family are taken care of so they can maintain the lifestyle they've become accustomed too.
BUSINESS PLANNING
BUSINESS PLANNING
We assess business and liability risks, investment opportunities, employee benefits and retirement planning needs.
Preferential exchange rates.
We arrange all documentation for the successful issue of tax clearance certificates
FOREIGN EXCHANGE
FOREIGN EXCHANGE
THE TEAM THAT MAKES IT HAPPEN
All of our clients have unique needs which are assessed by our team of experts.
Monré Steyn CFP®
Trust is earned and I believe this to be one of my strengths.
