OUR SERVICE OFFERING

We recognise that different clients have different needs, different financial circumstances and different preferences. No client is too small for us – there are appropriate and cost effective solutions for everyone.

We utilise a range of different product providers and platforms, offering a broad range of investment funds and products at differing fee structures. It’s important when looking at cost to focus on the benefits - value for money and price should not be confused. All the firms we recommend have been assessed on a variety of criteria, including:

  • Ability to deliver the promised product or service
  • Quality of reporting to client and advisor
  • Transparency of fees and costs
  • Efficiency and service levels
  • Quality of back-up and support
  • Value for money

We advise our clients on:

Many people have insufficient capital to meet all of their requirements. We have the skills and knowledge to help you prioritise the allocation of your resources. We help couples to strip out the emotion that is often attached to financial decisions.

  • Investments locally and internationally
  • Opportunities to maximise tax concessions
  • Retirement planning
  • Life assurance
  • Medical aids
  • Estate planning
  • Corporate financial planning including key-man and buy-and-sell insurance
  • Corporate Umbrella pension benefits

OUR PRODUCT PROVIDERS

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