We are an independent, full service brokerage that offers a range of insurance and financial planning solutions.
We offer the following value proposition:
Service – I am a Certified Financial Planner® with an accounting background (B Com Acc, Dip Acc, Professional Accountant (SA)) and many years of experience in handling clients’ investments and other insurance related products.
Product – I am an independent financial adviser who can, after consultation, seek out and offer a wide range of solutions that will be appropriate to a client’s circumstances.
Price – Being independent, I am able to seek out investment companies who charge no initial costs or possibly a very low initial fee. In this way clients receive appropriate advice at the most reasonable cost, often resulting in substantial savings.
We are able to service clients in the Western Cape and across the country.