We understand and respect that you have a unique personality, family, background, perspective about life and money, and dreams and fears. This means that the same goal, such as saving for a comfortable retirement, will mean a different thing for you than for the next person, and will involve a different journey.
That is why we don’t follow a standard, one-size-fits-all approach, but listen to what’s important to you. Only then do we provide advice to meet your aspirations.
We are an independent wealth manager and are not incentivised to recommend one solution over another. In other words, we do not receive fees or commission based on which financial products we sell. This means our recommendations are not influenced by financial reward in any way.
We have the freedom to focus solely on your best interests by selecting the best possible solutions in the market for you, according to your specific goals and risk profile
We have extremely high standards when it comes to assessing and selecting solutions to recommend to our clients. We only recommend best-of-breed solutions that meet our stringent due diligence criteria and that we would invest in ourselves.
In addition, we continuously monitor your investment solutions to ensure they deliver on their objectives, taking into consideration the macroeconomic and market conditions.
We are transparent about our fees and any other costs related to your investments. We provide fee-based advice, which means you pay us a flat fee for managing your wealth based on how much you have invested through us – we do not receive fees or commission from any providers for recommending specific products.
When you partner with us for your wealth management needs, we disclose all fees and explain all the relevant investment processes and opportunities to you in detail.
We provide advice on all aspects of personal and business financial planning to help you thrive: investing to grow your money, planning for retirement, protecting your personal wealth or business against the impact of unexpected events, and setting up your estate to provide for your family and loved ones when you pass away.
Apart from the convenience of having one central contact point for all your needs, this also means we are in the best position to identify any gaps in your financial plan, and to ensure every aspect of your plan is supported.
We don’t take the task of providing financial advice lightly. We understand that it’s a significant responsibility to be entrusted with someone else’s financial wellbeing and life goals. That is why respect, transparency and integrity are central to our relationship with you. We listen actively, and always keep our commitments.
This means we are personally invested in your success – we measure our success against your level of financial wellbeing and invest your money as we would our own.
For all information regarding COVID-19,
please visit the South African government’s Coronavirus news and information portal.