Making better choices
is not always this easy

 

Mission

Our mission is to achieve an unequaled standard of excellence in our profession by providing personalized value-added services and to become indispensible to our clients by assisting them in making educated, intelligent financial decisions.

We deliver these services to our clients, whether they be individuals, trusts, businesses, or non-profit entities, through customized wealth advisory services including financial planning and investment management.

We consistently strive to go beyond our client's expectations. Our greatest reward is our client's peace of mind.

Client Mission

To help our client's achieve their financial goals and dreams.

 

Questions About Your Retirement that You Should be Asking

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Retirement may seem like it’s a lifetime away, but time has a funny way of moving really fast and before we know it, we are getting used to being at home with no obligation to be anywhere or do anything - blissful retirement after decades of hard work. However, your retirement will be much less blissful if you haven’t planned for it properly.

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Posted by Gary Walker on Monday, August 30, 2021 Views: 117


How to Use Your Tax Refund Wisely – Invest, Don’t Spend!

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Often times, people do not include their tax refund in their budget as they are not sure how much it is going to be, or if they will be receiving a refund at all. Therefore, it’s important that you know how to use your tax refund wisely so that you can improve your overall financial portfolio rather than spending on things you don’t need.

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Posted by Gary Walker on Wednesday, July 28, 2021 Views: 170


Donations Tax in South Africa & Parents Donating Assets or Capital to Their Children

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Many of our baby boomer clients are now considering making donations to their children in the form of property or capital for a deposit on a property. Although this is noble, parents must take into account the rules of donations tax in such situations. In this article, we will look into donations tax and what it means for parents who are helping their children purchase property.

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Posted by Gary Walker on Thursday, July 15, 2021 Views: 332


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