What we do:
We are in the business of the creation and protection of wealth.
We are an independent, fee-based financial planning practice embracing the foremost technology and investment theory as used by the leading financial practices in the world. We also offer an asset management service in local and international investment securities.
Our core competence is in the field of local and international investments. Allied to this are the disciplines of financial and retirement planning, insurance and risk cover, estate and testamentary planning, income tax and capital gains tax planning and compliance. We are also well placed to provide advice in these areas.
Our clients are high net worth individuals who desire personal relationships and service, and a solution tailored to their needs.