The key benefits of our wealth planning and advisory service include:

  1. Specialist skills

    We have specialist skills related to our clients' interests and needs.

  2. Regulated

    We are regulated by the UK, EU and SA financial authorities.

  3. Independent

    We are completely independent and offer "whole of market" advice.

Cross-border financial planning experts.

We are an investment advisory service and financial planning firm focused on South African clients with international interests and a global outlook. These clients range from young professionals to wealthy businessmen. We develop long-term, professional and trusted relationships with our clients to assist in building and protecting their wealth.

In particular, our advice covers the following areas:

  • Investment management
  • Retirement planning
  • Offshore set up and management
  • Inheritance Tax planning
  • Migration planning
  • Taxation planning

Let us help you to:

  • Optimise your earnings through tax reduction.
  • Maximise various tax breaks and allowances.
  • Tailor a low-cost, around your specific needs. This would incorporate a diversified set of asset classes like equity, bonds, property, hedge funds, commodities, etc.
  • Create a full financial plan that covers your short-, medium- and long-term requirements.
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