Wealth Management
Long term, trusted relationships and face to face advice is at the centre of everything we do. To provide expert financial advice, we have partnered with Anchor Capital, one of South Africa’s leading wealth managers.
Investment Approach
Our investment approach is built on ensuring that our clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey.
We provide complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to. To cater to a diverse client base, we have developed a range of different portfolios and solutions encompassing retirement and discretionary investments. We create an achievable plan which we implement alongside our clients and continually test the appropriateness of the plan and the products we have used to achieve our clients’ financial goals
