Let's Help Fight Covid-19

Professional advice isn’t just about what you get initially. It’s about the ongoing commitment to see you through your financial journey.

Our multi-disciplined teams are deployed to ensure that you have the greatest probability of success. Our Approved Advice Programme gives you peace of mind that the advice we give is the best to improve the likelihood of your success.

APPROVED FINANCIAL PLAN

DESIGN YOUR PLAN

If you don’t know where you are going, you might end up somewhere else.

 If we identify your goals upfront, then together we will know what you must do to achieve them. We consider all aspects of your life and finances to focus on building the right strategy to succeed. We will help you plan how to grow your money and protect it from being eroded by inflation.

financial plan

APPROVED PRODUCT PROVIDERS

AGREE ON A PLAN OF ACTION

You are ready to implement your plan.

You’ll need to choose the right product category, platform and solution.
Its simpler than it sounds and we’ll guide you through this process:

Step 1:

Choose your type of product – there are so many different kinds, we’ll help you choose which ones are best for you.

Step 2:

Choose a platform – a platform offers you administration services from which to manage your solution. We have evaluated platform providers on the market and picked a few for you to choose from. We only do business with companies that we trust.

Step 3:

Choose your solution – each investment fund has a different investment strategy and philosophy. We’ll help you choose one that would best achieve your objectives.

product provider

APPROVED INVESTMENTS

LET'S INVEST

Improve your wealth journey and protect what matters most through:

  • Better financial discipline 
  • Ensuring that you have the right solution, suited to your needs
  • Managing your investments better
  • Better alignment will give you a better outcome
investment return

REVIEW & KEEP IN TOUCH

ONGOING COMMUNICATION & REVIEWS

Your goals are clear and your plan is in place – we will help make sure that you stay on track to reaching your goals.

We will review your personal circumstances to ensure that your plan remains relevant. Any changes in your goals, lifestyle, cash flow, tax and family will be considered at this stage.

We will also review the broader economic landscape and identify any risks that would influence the performance of your solution. Our aim is to track to your plan and keep you informed.

investment tracking