Holistic Planning

Holistic Financial Planning is a process that involves gathering information, setting life goals, examining your current financial status and developing a plan which outlines how you can meet your goals given your current situation and future plans.

Comprehensive Solutions

Our solutions for individuals and businesses have been specifically designed to assist you in realising your goals through the appropriate management of your finances and assets, careful healthcare planning and tailored wellness initiatives. 

Reaching Goals

Whether you’re planning for your retirement, saving for your child’s education, buying a home, planning your estate or looking to set up a strong financial foundation for your business. We develop and implement strategies to bridge the gap between where you are now and where you’d like to be.

Our Success Rate

Clients
Goals Achieved
Success Rate

Our Success Rate

Clients
Goals Achieved
Success Rate

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Personal Planning

Corporate Planning

Fiduciary Services

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Need to get in Touch?

Johannesburg Office

Telephone Number: +27 87 808 6733

Fax Number: +27 86 622 9526

Physical Address: St Andrews Building

Inanda Greens Office Park

Wierda Road East

Sandton

Gauteng

Durban Office

Telephone Number: +27 87 501 0001

Fax Number: +27 86 623 0354

Physical Address: The Workstation

1 Old Main Road

Umhlali

Durban

KwaZulu Natal

Need to get in Touch?

Johannesburg Office

Telephone Number: +27 87 808 6733

Fax Number: +27 86 622 9526

Physical Address: St Andrews Building

Inanda Greens Office Park

Wierda Road East

Sandton

Gauteng

Durban Office

Telephone Number: +27 87 501 0001

Fax Number: +27 86 623 0354

Physical Address: The Workstation

1 Old Main Road

Umhlali

Durban

KwaZulu Natal