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Our Offering

We assist families who realize they don't have the time, expertise, or inclination to manage their financial affairs. Trust and integrity are the foundation of every relationship. Thus, we focus on providing comprehensive independent advice and services that are in our client's best interest. We exist to serve our clients and build long-term, meaningful relationships. When we adhere to this maxim, everything else will fall into place. Our services will exceed the expectations of our clients. 

Our Services

Retirement Planning

Secure your financial future with our retirement planning service. We offer personalized solutions tailored to your unique needs and circumstances, so you can enjoy your golden years

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Widow & Divorcee Support

Life can take unexpected turns, and we understand that the emotional and financial challenges following a loss or divorce can be overwhelming. Our Widow and Divorcee Support service offers compassionate, expert guidance to help you navigate these transitions. 

Life Stage Financial Planning

We're all about making your money work smarter, not harder! Our top priority is ensuring your family's long-term financial security with maximum efficiency.

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Our investment approach is designed to assist families in building long-term wealth through a simplified and innovative strategy. 

Family Wealth Master Planâ„¢

Your Family Wealth Master Plan is a detailed financial plan that provides a roadmap for achieving your financial goals. Our team creates a customized plan that considers your unique circumstances, helping you decide about your financial future.

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Fiduciary Services

Our goal is to be your lifelong companion, accompanying you through all the ups and downs. We offer both compassion and effectiveness, assistance and expertise.

Tax Planning and Accounting

We understand the importance of minimizing tax liabilities and maximizing tax savings for our clients. Let us help you achieve your financial goals with our expert tax planning and accounting services.

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Life Assurance

We provide advice on efficient assurance coverage so that you can have peace of mind knowing that you are getting the most protection possible while minimizing costs.

Business Benefits

We recognize that protecting your business from risks and ensuring its long-term success go hand-in-hand with caring for your employees. Our Business Assurance and Employee Benefits service offers a comprehensive approach to business protection, tailored to meet the unique challenges of South African businesses.

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