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.

 

Everything you Need to Know About Setting and Achieving your Financial Goals

[Title]

We already know that it’s important to have goals in life; they even teach us this in school as a fundamental skill to have. However, when we look at goals in general, we can see that most of them (if not all) can be considered financial goals. This is because most goals require some form of capital to make it possible to achieve.

Read More ...
Posted by Gary Walker on Friday, February 26, 2021 Views: 11


The Importance of Personal Financial Planning

[Title]

Understanding why personal financial planning is important is the first step towards a secure, financial future.

Regardless of your income, planning your personal finances alongside a financial planner will help you save for the future, prepare for a rainy day while working towards achieving your big (or small) dreams.

Read More ...
Posted by Gary Walker on Thursday, February 25, 2021 Views: 15


Section 12J Investments and Reducing Taxable Income

[Title]

Investing in an approved Section 12J VCC is indirectly investing in and building the South African economy. It also acts as a tax-efficient incentive for investors as it allows for a full tax deduction of the amount invested for the specific tax year.

Read More ...
Posted by Gary Walker on Wednesday, January 27, 2021 Views: 56