About Us
Our Story
We facilitate the protection of the lives and assets of our clients and strive to build value into these relationships. We believe in building infrastructure that is capable of servicing and sustaining holistic financial solutions.
We stay ahead of the constant change in the industry with continuous research and development to meet and exceed the changing needs of our clients.
Proven leadership, specialized knowledge and an excellent executive management track record, is what empower our Independent Financial Advisors, to offer professional Advice and Intermediary Services to enable financial stability to our clients.
The combined and specialized knowledge of our executive team is supported by:
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A national head office in the Western Cape
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Regional Associate Offices
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Registered, professional Independent Financial Advisors
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Investment Committee & Discretionary Fund Manager
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Product Provider Mandates (Including all the leading Insurance Product Providers in all Lines of Insurance and Investment).
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Our business was established 13 years ago.
