Wealth Management

Investment Management

A sensible way to grow your wealth is by investing in unit trusts or another type of savings product which meets your personal financial goals.





Financial Freedom Through Strategic Investment.

There is a wide range of products from which to choose, including but not limited to retirement annuities (RAs) unit trusts, exchange-traded funds, and property.

Did you know that there are more than 9000 unit trust funds from which you can choose to invest?

There are many personal factors to consider when deciding to make an investment, these can include

  1. Your financial goals: Short, medium and/or long-term, perhaps you’re planning for your retirement, saving for your child’s education or a vacation.
  2. The time period you’re willing to invest. Certain funds have a minimum time horizon.
  3. How much risk you’re prepared to take. We are independent investment advisors and can, therefore, compare multiple investment products to match your needs with no conflict of interest.
Return to Wealth Management

Our team of independent financial advisers will explain and guide you through the ins and outs of the different products so that you can make an informed decision about which type of investment suits you best.

Let us help you grow your Wealth.

We offer a free discovery meeting with no obligation, this enables us to find out more about you & very often agree on a course of action for moving forward.

Contact us Today
Pretoria South Africa

Selati Park, Suite 2
36 Selati Street
Alphen Park
Pretoria 0081

Cape Town South Africa

50 Long Street
Western Cape
Cape Town
8000

Lisbon Portugal

Rua Santo Amaro 148
First Floor
Alcantara
Lisbon 1300-516