We advise many individuals, families and corporate bodies on how to get the most
from their money.

More about our investment philosophy

You may have a lump
sum from a…

  • Sale of a business
  • Inheritance or gift
  • Pension lump sum
  • Redundancy
  • Compensation award
  • Insurance pay-out
  • Sale of property or another asset
  • Years of diligent savings in the bank
  • Other source

Our primary advise for clients is always to invest in
regulated investment products

Getting the optimum investment result is a function of knowing:

  • what your investment goal is
  • your investment time horizon
  • your risk capacity
  • the difference between risk and volatility
  • the benefits of diversification.

We help our clients:

  • get a clear understanding of the risks and benefits of investing their funds.
  • demonstrating how to get a better return from investment funds than
    deposit accounts, albeit with higher risk and a longer time horizon
  • allocate cash for emergency needs, medium-term and long-term.

“You miss 100% of the shots you don’t take”

Wayne Gretzky

Begin Your Journey