Where your financial success is our top priority
We are a leading financial consulting firm dedicated to providing comprehensive and personalized financial solutions to individuals, families, and businesses in South Africa.
We are a leading financial consulting firm dedicated to providing comprehensive and personalized financial solutions to individuals, families, and businesses in South Africa.
Everyone deserves access to expert financial advice and effective strategies for managing their wealth
Our mission is to empower you with the knowledge, tools, and strategies to achieve financial independence and long-term prosperity.
Our Mission
Our mission is to guide you towards financial success by providing tailored solutions that align with your individual goals and circumstances.
Our Vision
We envision a world where everyone has the confidence and resources to achieve financial independence.
Integrity
We uphold the highest standards of integrity in all our actions. Our clients trust us to provide honest, transparent, and ethical advice.
Excellence
We strive for excellence in everything we do. Our commitment to quality and continuous improvement ensures that we deliver the best possible service to our clients.
Client-Centricity
Our clients are at the heart of everything we do. We prioritize your needs and work tirelessly to help you achieve your financial goals.
Innovation
We embrace innovation and leverage the latest financial tools and technologies to provide cutting-edge solutions that enhance your financial well-being.
Our team of experienced financial advisors and investment professionals is dedicated to providing you with expert guidance and support.
Ken Thompson
Chief Financial Officer
With over 20 years of experience in financial management and investment strategy, Ken leads our team with a focus on optimizing financial performance and ensuring sustainable growth for our clients.
Lia Marmanthor
Senior Investment Advisor
Lia brings a wealth of knowledge in investment planning and wealth management. Specializing in long-term investments and passive income strategies, they are dedicated to helping clients build robust portfolios that yield consistent returns.
Ted Bakery
Financial Planning Specialist
Ted excels in creating personalized financial plans tailored to each client's unique goals and circumstances. His holistic approach to financial planning ensures that clients are well-prepared for all stages of life, from saving for education to retirement planning.
Blair Walker
Asset Management Director
As the head of our asset management division, Blair oversees the strategic management of client assets. Her analytical skills and market insights drive effective asset allocation and investment strategies, optimizing returns while managing risk.
Chuck Bussovskiy
Client Relations Manager
Chuck is dedicated to ensuring that every client receives personalized attention and exceptional service. With a strong background in financial planning and customer service, they bridge the gap between clients and advisors, fostering long-term relationships built on trust and transparency.
Serena Kaupfman
Tax and Compliance Expert
Serena provides invaluable expertise in tax planning and regulatory compliance. Their comprehensive understanding of tax laws and financial regulations ensures that clients benefit from tax-efficient strategies and stay compliant with all legal requirements.
Financial planning helps you create a comprehensive strategy to manage your finances, set realistic goals, and achieve long-term success. It includes budgeting, saving, investing, and risk management, ensuring you have a clear roadmap for your financial future.
Portfolio diversification involves spreading your investments across various asset classes to reduce risk and enhance returns. By not putting all your eggs in one basket, you can protect your investments from market volatility and improve the overall performance of your portfolio.
Our asset management services involve professional management of your investments to maximize returns and minimize risks. We use advanced techniques and market insights to make informed decisions, ensuring your portfolio remains dynamic and robust.
Short-term investments are assets that you plan to hold for a few months to a few years, often focusing on quick gains. Long-term investments, on the other hand, are held for several years or even decades, allowing for growth and compounding returns over time. Both play a crucial role in a balanced investment strategy.
Achieving financial independence involves creating reliable income streams, managing your finances wisely, and building a solid financial foundation. Our expert advisors can help you develop strategies for generating passive income, investing smartly, and planning for the long term.
Smart investing means making informed and strategic investment decisions based on data, market trends, and thorough analysis. It involves balancing risk and reward, identifying profitable opportunities, and aligning investments with your financial goals.
