A range of services for private wealth management.
We offer a full spectrum across a suite of products and services for individuals and families. Our financial planners collaborate within a cohesive ecosystem to deliver wealth management solutions that align with your goals and unique needs. We tailor structured advice for affluent founders, a high-net-worth family, an entrepreneur building net worth, and high-net-worth individuals who want clarity and control.
Our services span estate planning, investment management, asset management, portfolio management, and trust management. We act as a financial services provider and deliver management services that address local and offshore requirements seamlessly. We coordinate fiduciary documents and work with private wealth advisors to preserve and grow your wealth while we help preserve and grow family relationships. We add comprehensive financial planning that keeps trade-offs visible and next steps clear. Explore our range of services in one place.
estate
investment
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portfolio
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Invest with a disciplined investment process
We apply an investment approach that keeps behaviour steady through volatility while we optimise costs and taxes. We invest with clear investment strategies, evidence, and asset allocation rules, using allocation bands that fit your goals. Portfolios can include platform accounts, unit trusts, stockbroking access, and cash buffers to generate income when you need it, globally and across regions. We build your portfolio with transparent reporting and control checks. Our team provides expert advice and quarterly reviews so your investment stays aligned to your plan. This gives you financial security and keeps your decisions sustainable across market cycles.
Your dedicated manager and advisor, working with your unique needs
You get a dedicated manager, an experienced advisor, and access to a responsive team. Your wealth manager leads the work while our client service team keeps your paperwork moving and your questions answered. We plan your meeting rhythm, track actions, and keep your portfolio on course during your financial journey and your wealth management journey. We personalise onboarding in weeks, using a secure portal and clear checklists. Share your documents once, and we handle the admin. We help you achieve financial clarity and align decisions with your long-term financial goals.
Successfully planning your financial future doesn’t stop at the individual. Too often that is the attitude of the financial services industry. I’m here to change that.
Personalise your plan with a specialist wealth manager you trust
We publish our advice policy, hold ourselves to regulatory standards, and operate with objective judgement with a touch of compassion. As a specialist team, we combine advisory skill with process and compliance discipline. We protect confidentiality and integrate planning with your legal and accounting partners. Outcomes that bespeak care and prudence follow from steady practice. We comply with authorised financial services rules and act as an authorised financial services provider with documented procedures for reviews and risk. We make it simple to request changes, see progress, and track outcomes.
Wealth management with clear stewardship
Stewardship means structure. We set fees in rands and percentages, explain what is included, and show how we are paid. We outline platforms, reporting dates, and service levels so you know what happens next. We coordinate with your bank or a registered credit provider when financing affects your plan. Stewardship means structure. We set fees in rands and percentages, explain what is included, and show how we are paid. We outline platforms, reporting dates, and service levels so you know what happens next. We coordinate with your bank or a registered credit provider when financing affects your plan. Our aim is straightforward: empower you to make informed choices as we keep growing and protecting what matters.
Sign Up For Our Upcoming Event
Our upcoming event covers all you need to know about Estate Tips and Traps.
Estate planning is more than minimising tax, it’s about protecting your wealth, ensuring your loved ones aren’t left with unnecessary complications, and keeping cashflow available when it’s needed most.
We will be hosting at The Marine Hotel in Hermanus that will conclude with wine and canapés in the elegant setting of The Marine.
WHAT PEOPLE SAY ABOUT US.
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AWARDS.
As runner-up in 2017 and winner in 2018 of the Financial Planner of the Year award, Janet’s accolades underscore her exceptional prowess in investment, tax strategies, and financial planning.