We are an independent, boutique, wealth planning firm headquartered in Durban, South Africa.
With over three decades of combined experience and more than R1 billion in assets under management, we deliver trusted expertise and an unwavering commitment to our clients' financial success.
Our foundation is built on the principles of human-first financial advice, ensuring that our clients' needs, values, and aspirations are always at the forefront of our approach.
our mission
Our mission is to empower our clients to experience the true meaning of wealth.
It's about knowing that your unique goals and financial aspirations are deeply understood, ensuring you are organised and on track, and giving you the freedom to live your life with confidence.
By placing people at the center of our approach, we build lasting relationships and provide personalised wealth plans beyond traditional wealth advice. Ongoing guidance and communication ensure you stay on track toward your goals.
our values
Human
First
We care about your story above all else—your unique values, aspirations and dreams drive every interaction we have.
1
2
Alignment and Congruency
We ensure that all wealth plans align perfectly with our clients' values and goals.
3
Our unwavering commitment to providing global best-practice independent advice and solutions to our clients.
4
Transparency
and Trust
We believe in fostering transparency and building trust with our clients, ensuring clarity in every financial decision and relationship.
