Certified Financial Planner and Tax Practitioner | Pension Funds | Save On Bond Payments | Home Loan

We offer a range of financial planning services to help you achieve your goals. Whether you're planning for retirement, looking to grow your wealth, or protecting your assets, we have the expertise to help you succeed.

Wealth Management: This involves the strategic management and growth of your assets, combining financial planning and investment strategies to achieve your financial goals.

Pension Funds: With pension funds we provide the oversight and administration of retirement funds, aimed at ensuring individuals have financial security during their retirement years.

Financial Planning: It is the process of creating a customized roadmap for your financial future, and may involve budgeting, saving, investing, and risk management.

Estate Planning: This is the preparation and management of your assets and affairs to ensure they are distributed according to your wishes after your passing, while minimizing taxes and legal complications.

Short and Long-Term Insurance: We offer policies that provide financial protection against specific risks or events, such as health issues, accidents, or death, over defined time periods. This is through Old Mutual Limited.

Consulting: This entails working with other experts for advice and analysis to help individuals or businesses make informed financial decisions, optimize strategies, and solve financial challenges.

Our Commitment to You

We will:

-Strive to acquire and maintain a thorough understanding of your financial goals.

-Stay abreast of the changes and trends in the financial services industry and how this could affect you.

-Update your financial information on a regular basis to ensure that it remains current.

-Explain the implications of all the financial planning strategies and answer any questions you may have.

-Update you as and when relevant through appropriate means.

-Meet with you regularly to review whether you remain on track to achieving your financial goals.

-Resolve queries and questions at point of contact.

-Treat you with respect and professionalism.

Our mission is to empower you with expert financial guidance and solutions tailored to your unique goals.

Very happy to have a whatsapp call or video call to ensure our credibility and legitimacy. Shaun 072 418 7275

Pinewood Park, Rose Innes Way, Pinelands, Cape Town