About Us | An Overview | Our service offeringOur focused service offering... Our focused service offering is provided by three specialist teams, namely, Private Clients; Corporate Solutions and Employee Benefits. The Private Client business provides comprehensive financial planning through one-on-one interaction with a financial planner. Corporate Solutions provides financial planning advice on an individual or group basis to empower employees to develop and implement a living financial plan. Employee Benefits provides independent retirement funding consulting with core competencies across several employee benefit disciplines. We are a national practice with offices in Johannesburg, Tshwane, Western Cape, Eastern Cape and Kwa-Zulu Natal, and we are well positioned to provide financial planning solutions throughout the country. We currently advise/plan some 2 000 Private Clients and Family Trusts, and over 60 corporate clients representing some R2 billion funds under advice. We take pride that our services extend beyond the initial planning sessions to a process of ongoing education and communication with the clients, including thorough annual reviews. Our teams are professionally qualified with fully Certified Financial Planners; each with significant experience in their field, including recognition of two planners as FPI Financial Planner of the Year.
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