Independent financial planning tailored to each client’s needs. Our planners want to make a difference in our client’s lives, and build long term relationships based on integrity and trust. We treasure our clients and our staff, and invest in education and personal growth. We don’t advertise, and all new clients are referrals from existing clients.
People committed to planning for their futures, who value working with their planner to achieve the goals they have set for themselves. We have no size limits.
FINANCIAL PLANNING PHILOSOPHY
Our service is personalised and not driven by a template or model. Each client’s plan and therefore solution is unique. We ensure a minimum annual review to keep clients committed to their plans. Clients deal with a team, ensuring back-up and support, and they are known to the support team, and not just the planner.
We really do put our clients first – they are the lifeblood of our business and all staff recognise this. We pride ourselves on upholding the highest standards and build compliance into all procedures. We recognise the value of the CFP designation and it is a requirement for all new planners.
FINANCIAL PLANNING FEE
All staff are salaried to ensure they are not incentivised to sell product. We charge an upfront fee and an annual fee, based on complexity – it’s the simplest solution for clients. All fees are fully disclosed and seen on investment statements. We prefer being paid as-and-when we provide services.
Holistic independent financial planning, including local and offshore investments, retirement and estate planning, life assurance for individuals and corporates, and medical aids. Referral arrangements for trusts, companies, tax and wills
We are affiliated with the ASISA Academy and employ graduates on internships, with the possibility of employment thereafter. Financial planners wanting to develop an independent practice are able to join our company to benefit from our compliance, systems and highly competent support staff.