Individual Financial Planning

Protect, Grow and Preserve Your Wealth as a Individual

How we can help

Our experienced team of wealth management professionals includes CPAs, actuaries and CFPs will help you set and achieve your long-term personal financial goals.

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RFP, LLQP -
Glen Nortje
RFP, LLQP
B.Comm (Hons) -
Vincent Heys
B.Comm (Hons)
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Protect your wealth

We understand that you want to know that your health, income and lifestyle are safe against any event.

You can sleep at night knowing your wealth is safeguarded.

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Grow your wealth

You can anticipate expert advice on how to grow your wealth, by providing the best financial solutions.

Our mission is to make you reach your unique investment goals over time.

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Preserve your wealth

We are well aware of your concerns when it comes to preserving your family’s legacy.

We ensure that your legacy continues by optimizing tax planning and philanthropy giving.

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Wealth Management: Triangle of Needs

Holistic financial planning can be daunting and complex—but it doesn’t have to be. We help make the process straightforward and easy through our six steps to financial freedom. You will come to appreciate the value in planning, targeting and reaching your unique financial goals. With this, we believe the best way to explain our process is through our triangle of needs.

Wealth Management: Triangle of Needs

The Personal Financial Planning Process

We follow a detailed and clearly defined process to allow for sustainable wealth management and creation—setting you on the right path to financial freedom. The following steps outline our process:

1. Identify

Firstly, we identify and prioritize your financial goals. Through this initial step, we obtain a clear understanding of your immediate needs, concerns, and aspirations.

2. Calculate

We compile and analyze relevant financial information and begin setting objectives. As we understand your unique requirements, we are able to calculate how much is needed to reach each individual goal and construct a personalized and comprehensive financial plan.

3. Evaluate

We will evaluate your current asset allocation and establish where you are with your goals and objectives. We consider factors such as personal financial management, risk management, retirement planning, tax and estate planning, and investment management. Additionally, we review your existing investment portfolio and risk tolerance to determine if you are on track and, if not, how to change the trajectory to get your goals in alignment.

4. Recommend

Our team will recommend the best strategies and tax-efficient solutions that will support your financial goals. Advice like the best low-cost ETF managers or the most suitable life, disability, and critical illness solutions will take you forward with confidence and certainty around your financial future.

5. Implement

We work with you to implement and manage the recommended solutions and strategies. We establish time frames for each recommendation, to ensure that your goals are achieved. Collectively these steps will help kick- start your financial journey with ease.

6. Track

We track your goals on an ongoing basis. A successful plan is dependent on continuous tracking and review, be it annually or as your circumstances change, to ensure that the plan remains meaningful and relevant to you and your loved ones. Your life changes often—and financial plans and goals should change with it.

Meet your team

Our wealth management team has worked with thousands of clients across the globe, with proven success in providing results, clarity and financial confidence.

Let us do the same for you.

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