Financial Planning is one of the most important steps in getting your finances together so that you have a clear understanding of your situation in the present and in the future. A financial plan essentially helps you co-ordinate your life plan. It is all about setting up your finances so that you can achieve your goals.

Financial advice can be helpful at many stages throughout your life, especially more so when having children, looking into investments, moving into a different job or becoming self-employed, you’re a high earner or have a high net-worth and when you’re considering and planning for retirement.

No, there is no minimum amount of money required to see our financial advisers or receive financial advice. We want to help you grow your wealth and work towards your financial goals.

Initial consultation will be at our cost.

Find more information about our fee model here.

A will is incredibly important to have in place in the event of your death or serious injury. Wills outline what you would like done with your assets when the time comes, and ensures that your wishes are heard and your wealth is distributed as you would have liked. If you don’t have a will, the state divides your assets per law and can be costly for family and loved ones to amend this. 

Life insurance ensures that family members are financially stable and comfortable should something happen to you. It provides the family with peace of mind and assistance with costs after your death and to resume life afterwards. We believe that the debt should not last longer than the person who created it.

Yes, if you do not wish to leave your families in financial ruin.

Trauma cover insures you for a specified critical illness providing a lump sum to help with out of pocket costs, medical expenses and eliminate debt.