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. 

01

YOUR PLAN

OUR PROCESS

OUR SOLUTION

YOUR TEAM

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 

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Convenient

03

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.

Do you know whether your income protection and dreaded disease cover will provide adequate income to maintain your health & wellness ?

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.

RISK & INVESTMENT STRATEGIST

Professional and efficient at delivering administration and servicing support. 

PROFESSIONAL ADMINISTRATION

PORTFOLIO & INVESTMENT MANAGERS

We simplify the complexity of markets  and manage investment risk.

INVESTMENT & PORTFOLIO MANAGEMENT

OUR CLIENT EXPERIENCE

Financial Investments need solid foundations in which to achieve successful growth.

WE'RE READY TO GO, ARE YOU?