Wealth Management for Success

Your Money Deserves More Attention: Wealth Management for Success

It is never too early to focus on wealth management. That said, even if you’re nearing retirement, you can still grow and protect your financial health. We offer a wide range of investment, portfolio development, advisory and insurance products, and services to help you grow, manage and protect your financial well-being.

Investment professionals to help with complex financial management decisions

If you are new to the world of estate planning, investments, stock trading and retirement planning, having access to professional financial planners to help navigate towards short- and long-term security is a plus. And we’re here to help you all the way with personalised financial guidance and wealth management to suit your particular aspirations, budget and needs.

Invest with the best for peace of mind

We offer you an extensive selection of approved funds, specifically chosen for their high performance, potential for growth and reliable return. You not only have access to financial experts but can also access our online trade platform solution to invest.

Wealth Management

Wide selection of financial estate building opportunities

We offer clients access to wealth development funds inclusive of discretionary funds, unit trusts, ETFs and more. Personalisation is key to long term wealth management success. It’s for this reason we enable you to tailor your investment portfolio in a hassle-free manner. Regardless of the size of your financial estate, we’ve got you covered with a range of tax services, insurance cover, retirement planning, investment opportunities and more.

Trusted by thousands

In excess of 75 000 clients make use of our services. To this end, we have 200 plus registered financial advisers on our team of over 450 employees dedicated to helping clients achieve their financial goals. Our client portfolio includes pension funds to large corporations, intermediary service providers and individuals. For us, every client is important, regardless of their wealth portfolio.

Tailor solutions to suit your wealth management needs

We don’t follow a one-size-fits-all approach because each client’s aspirations, needs and circumstances are different. To this end, we tailor services and packages to meet you where you are right now and work with you to reach your financial goals for security, return on investment, and risk minimisation. We build long-term relationships with our clients. This means we partner with you for the long haul. As such, you can trust that we have you covered.

With you every stage of your life

Financial planning is an ongoing process, and the solutions must be developed to meet your needs at the particular stage of your life. Whether it’s building succession plans, helping with tax-efficient gifting, or designing strategies for living overseas or at home in retirement, our team is experienced in assisting with both financial and tax considerations that arise during different stages of your life. We help you make the most of your money with our approach. We mentor you, counsel you and protect your assets.

Invest right, plan carefully, and restructure where necessary

Don’t let the chance to pursue your dreams pass you by. Think about how much more money you’ll have to leave your kids or grandchildren if you invest now. Make use of our expertise to help grow your wealth and leave a legacy of financial security.

We tailor solutions to support your particular objectives. Energize your wealth management by hiring one of our experts. Reach out for more information on our services.