What We Do

We offer a wide range of products and services for both personal and corporate clients, which are designed to maximise your ability to achieve financial planning success.

 
financial-planning
Financial Planning

What's most important to you in life?

financial-consulting
Financial Consulting

Helping you achieve your life and financial goals.

wealth-management
Wealth Management & Investments

What risk do you need to take with your capital and making your money work for you

tax-planning
Tax Planning

Tax advice and solutions to the individual and business owner.

financial-literacy
Financial Literacy Training For Children

Our 15-week programme teaching kids to be money-savvy.


Financial Planning


What is most important to you in life that must be insured against risks?

Your income in case of an accident where you are unable to work for a while or permanently.

Your life in case of you passing away and your family loses your portion of your income that supported their lifestyle.

Your possessions against theft , damage or natural disasters like floods or fire.

Your stock or business against theft or economic difficulty.

Your child against illness or injury.

Yourself against injury or dreaded diseases like cancer or stroke.

Financial Consulting

Helping you achieve your life and financial goals:

Budgeting

Life planning and goal setting (5 year, 10 year, 20 years stages)

Your possessions against theft , damage or natural disasters like floods or fire.

We analyse your money personality and help you to overcome those negative money beliefs.

Money counselling

Debt counselling


Wealth Management & Investments


What risks do you need to take with your capital in order to make your hard earned money work for you:

Budgeting

Risk profiling

Retirement planning

Discretionary investments for dreams and goals eg. travelling

Saving for children`s education

Emergency short term funds

ETF's and Unit trust funds

Cryptocurrency


Tax Planning


Tax advice and solutions to the individual and business owner

Financial Literacy for Children


Financial literacy training for children. Our 15 week programme teaching kids how to be money savvy.