Services
How can we help you?
We help families, businesses and individuals make wise financial decisions and live with fewer financial regrets. Educating our clients is a key pillar in our planning process, and this leads to real conversations about money, life goals and living your best life.
By understanding your personal ideals and using our technical industry knowledge, we collaborate with our clients to create a financial plan that will stand the test of time and get you fired up to lead you to economic success.
Our services
Lifestyle Financial Planning
Estate Planning
Retirement Planning
Investing
Life Cover
Disability Cover
Critical Illness Cover
Income Protection
Commercial and Personal short-term insurance
Pricing
CONSULTATIONS
We charge R1500 per one hour consultation for any specific solutions you may need. If you want no-nonsense, value packed consultations backed up by years of research and experience, with no pushy sales tactics, you’ve come to the right place.
CONSULTATION FEE: R1500
COMPLETE LIFESTYLE FINANCIAL PLANNING
What are your goals and lifestyle needs? What big audacious dreams do you have? Does your financial portfolio reflect this? We believe it should. Let’s work together to figure these out, and design your financial plan around these aims. We do complete estate planning, retirement planning and an in-depth financial need analysis.
LIFESTYLE FINANCIAL PLANNING FEE: R25,000
Schedule an appointment
Whatsapp us directly to schedule an appointment with one of our expert financial advisors