Making better choices
is not always this easy

 

Vision

  • to provide our clients with financial planning ensuring capital wealth growth.
  • to provide our clients with a full range of independent financial planning solutions, from the whole market.
  • working as a team, deliver superior products and services to our valued customers
  • emphasise strong customer relationships and a high level of community involvement
  • provide a culture which attracts, empowers, rewards and provides growth opportunities for employees.

 

Steps to Creating an Emergency Fund that Works for You

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An emergency fund will be what saves you from that inevitable rainy day. To be honest, we don’t believe in negative thinking but based on our experience, the rainy-day scenario is a likely one and we should always be fully prepared for it.

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Posted by Gary Walker on Wednesday, April 28, 2021 Views: 94


What to Consider When Buying a House in South Africa

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Buying a house is a huge step in any person’s life, whether it your first home or your second or third. What matters is how carefully you consider all the important factors involved with buying a house.

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Posted by Gary Walker on Thursday, April 22, 2021 Views: 116


Have You Thought About Estate Planning? Here’s Why it’s Important

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Planning for something fun like your next big holiday or your dream wedding can be fun and many people willingly put many hours and a fair amount of blood, sweat and tears into these events. However, there is something far more important to plan for and it’s never too early to start - estate planning.

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Posted by Gary Walker on Tuesday, March 30, 2021 Views: 140