Tiaan
Attained: NQF6 Financial Planning
Specializes in high net-worth portfolios. Shares his expertise with clients. Passion for financial planning and success, with honesty and integrity. Loyal and satisfied client base since 1997. Keeps up with the latest products and industry trends.
Erick
Studying for NQF5 Financial Planning
Provides holistic advice. He will get to know you and tailor your portfolio to meet your lifestyle and future goals. Educating and empowering clients about financial planning since 2016.
Adele
NQF6 Short-term Insurance, studying for NQF7 Short-term Insurance
Specializes in personal & business short-term insurance. Passion for customer service. Well versed in short-term insurance, with over 10 years’ experience.
Michelle
Practice manager
She has a background in accounting and finance. She has solid people management skills and a passion for excellent client service.
Our financial advisors are experts in wealth management, retirement planning and investment advice. We have a focus on our clients, their lifestyles and business goals. We provide all manner of financial services. We assist our clients to mitigate any risks to their income and assets. We help our clients to achieve their ideal lifestyle. Our clients take part in a collaborative process. We provide supportive advice that promotes their financial wellbeing. We are committed to professional excellence and compliance with ethical standards. We build a relationship based on trust, confidentiality, and integrity. We are serious about our clients financial freedom and peace of mind. We create customized financial plans that help our clients achieve their unique goals.