Personal Solutions

Knowing that the advisory experience is a critical factor in your financial well-being, we take great effort to engage in a deep conversation via a process we call The Financial Wellness Review.

In assisting your financial wellness we offer two core solutions.

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Investment Solutions

Global model portfolio unit trust solutions which can be applied within various wrappers for tax efficiency.

2 - 3 yrs
SA Multi Asset - Low Equity

Short term savers who seek stability with tax efficiency.

4 yrs
SA Multi Asset - Medium Equity

Investors who need income longevity with an inflation hedge.

5 yrs
SA Multi Asset - High Equity

Investors saving for retirement and are bound by pension regulation.

5 - 7 yrs
SA Equity General

Short term savers who seek stability with tax efficiency.

7+ yrs
SA Equity General

Investors who demand substantial out-performance.

7+ yrs
SA Real Estate General

Investors seeking to save for property or who have sold property but want property like returns.

3 yrs
SA Asset Allocation Cautious

Investors seeking a low risk safety net held directly offshore.

5 yrs
Global Asset Allocation Flexible

Investors seeking to build wealth offshore.

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"When you invest, you are buying a day
that you don't have to work." - Aya Laraya
Jonathan Henning

021 461 2429

Insurance Solutions

Life assurance solutions, thoughtfully structured by asking powerful questions. We consider factors such as age and wealth, and then the optimal premium patterns, waivers and benefit structure to suit your needs.

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Impairment Cover
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Severe Illness
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Income Protection
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Life Cover
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Cash Conversions
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Childcare
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Education
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Retrenchment Cover
Wealth is what sustains you when you are unable or unwilling to work.

Services

We take enormous pride in delivering the best client experience and are dedicated to optimising the chances of your financial well-being. In this regard you can expect effective on-going service and a commitment to regular advisory sessions.

01
Investment

Report and Monitor

02
Insurance

Review and Structure

03
Financial Wellness Review
04
Events

Client Education and Appreciation

05
Newsletters

Client Education and Market Insights

Peripheral Service Providers

In line with our passion for holistic financial planning, we have come to work closely with a team of like-minded service professionals.

01
Tax, Wills & Trusts
02
Medical Aid & Short Term Insurance
03
Foreign Currency
04
Physical Property
05
Global Personal Share Portfolios
06
Alternatives Investments
07
Coaching