Chief Executive Officer
We have no business without clients. This is a great reminder that what we are doing is greater than our self-interest. Our behaviour must always be guided by the interest of our clients. The sustainability of our business is directly linked to our clients’ success.We Exist To Serve Our Clients
We aim to develop and recommend financial solutions that offer clients value for money. We will do this by making product recommendations with the long-term welfare of our clients in mind. We firmly believe that wealth management can only add value if it is relevant to each client’s individual needs.We Offer Better Value For Money
We recruit qualified and experienced individuals whose sense of satisfaction is derived from overall team success and excellence in serving our clients. Our working environment is designed to ensure a single-minded focus on our core objective – achieving clients’ financial goals.Wealth Management Excellence
We believe that the key to a client-wealth manager partnership is keeping the trust of our clients. In line with our culture of acting in the clients’ best interest, we must explain what we will do on behalf of our clients and follow on our promise at all times. It is an attitude that continues to serve us and more importantly our clients exceptionally well.We Conduct Our Activities With Integrity
The use of plain and understandable language is in line with our commitment to simplicity, transparency, and acting in the clients’ best interests. We believe that providing objective and understandable information will translate into more informed clients.Clear & Transparent Communication
Meet the team
It is only with the focus and passion of our people that we can serve our clients.
JSE Investment Challenge
This is an initiative by the JSE to provide high school learners with an opportunity to learn about the exciting world of finance and investment. We adopt several schools from black communities to enable them to compete on an equal footing with learners from more privileged schools.
Our Investor Education initiatives focus on developing financial literacy, especially amongst previously disadvantaged South African communities. The overriding purpose of this initiative is to foster a culture of saving by providing objective and non-biased information.
Arthur Ashe Tennis Centre
The centre offers a high-quality environment that sets new standards in tennis training in the township. It enables participants to reach their full potential as players. Our sponsorship mission is to support and encourage excellence in tennis.