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    We specialise in

    Wealth Management and Personal Financial Planning

    for Professionals in Africa

    Independence

    We sit on the side of you, our client, not on the side of any financial institution. We hold links with a range of the largest banks, investment houses and insurance companies. Our independence enables us to ‘tailor make’ a financial product to fit your individual needs.

    Ongoing Service

    We look after our clients. Your financial plans may stretch many years into the future. Your chosen institution will pay us to look after you throughout the period of your investment. We enhance our reputation and gain more clients by giving you the support you need.

    Security

    Protecting your wealth and providing the means to increase it is our primary concern.

    We do not handle our client's money in any way.

    Confidentiality

    All our clients' financial details remain entirely confidential. We will not disclose our client details to any third party. The financial structures that we use are carefully chosen to make none of your financial particulars are available to anyone rather than yourself.