To be one of the leading financial services companies and preferred independent advisers in Southern Africa and selected regions abroad.
Help our clients make smart and informed investment decisions and gain confidence in having a secure financial future and to be the trusted advisor for all aspects of client’s financial affairs.
Black female empowered company. Established in 2009, Founded upon the principles of professional excellence, passion, entrepreneurial acumen and integrity.
Fully licensed Financial Advisory and Intermediary Services business. An Authorised Financial Service Provider FSP 42041. We are always ready to serve you with professional, honest and unbiased advice.
We provide a holistic approach to financial planning; with a strategic focus on personal wealth creation, retirement planning and the development of simple financial literacy.
We strive to make our wealth intelligence so simple for you, that you’ll feel confident to make smart and informed decisions - allowing you to achieve your financial goals and a secure future.
Many financial services firms are structured around the products that they represent. But we don’t believe that “one-size-fits-all” when it comes to clients. We focus on our client’s individual situation first, and from there provide them with the education and input they need to manage their finances.
Our management team has both the knowledge and track record necessary to help clients through the financial challenges of life. We have the right qualifications, extensive training, and corporate career experience to help us give our clients the best financial advice.
We are not owned by or affiliated with any financial entity. This means that our interests are completely aligned with those of our clients. When we recommend a certain product, clients have the assurance that it is the one we feel best suits their needs, regardless of which product house it comes from.
Wealth intelligence can be a complex topic. Our aim is to simplify it, empowering our clients to make smart, informed decisions that’ll help them achieve their goals and give them the confidence they need to secure their financial future. Becoming the trusted advisor for every aspect of a client’s financial affairs puts us in the unique position of being able to ensure a mutually profitable and ongoing, long-term relationship. We are on a mission to be one of the leading financial services companies and preferred independent advisers in Southern Africa and selected regions abroad.
We help our clients make smart and informed investment decisions and gain confidence in having a secure financial future.
