Accountable professionals that will focus on creating long-term wealth based entirely on your unique circumstances. This is Independent Wealth Managers.
You will find our highly personalised approach ensures that we gain an in depth understanding of your financial objectives, a necessity to navigate you in what has become a complex, ever-changing economic landscape.
Your objectives, risk appetite and financial situation are key factors that we consider in ensuring our professional and bespoke service that meets the requirements of your financial profile.
Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of clientele residing and conducting business throughout South Africa and abroad.
Our team has been hand picked for their industry experience, professionalism and commitment to service-excellence. All our planners are experts in financial planning, are members of the Financial Planning Institute of Southern Africa (FPI) and are CFP® professionals.
Our clients find comfort that our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of worldwide assets.