the pillars of our practise
how we work
client profile
the certified financial planner
the institute of financial planning





it is a special experience and understanding you can enjoy




client profile

We work exclusively for clients where the services of a financial planner would be of significant benefit and value for money.

The specialist services we provide are time intensive. Each client receives the personal attention of a Certified Financial Planner. The majority of our time and expenditure is devoted to working for our clients. We place our clients at the very centre of our daily activities.

Most clients are company directors, members of the professions or private investors. Although many are entrepreneurs, some are very cautious investors. Our largest cohort is company directors and entrepreneurs.

Our clients plan to be financially independent and want their families to be secure in the event of death or disablement. They want to minimise their tax liabilities and have a good standard of living with a strong capital base, high income and sufficient time to enjoy the fruits of their labour.

In all cases, our clients seek to protect and grow their assets.