Why Us?

What we do

We offer a wide range of products and services for both personal and corporate clients, which are designed to maximise your ability to achieve financial planning success.
Financial Planning

What's most important to you in life?

Financial Consulting

Helping you achieve your life and financial goals.

Wealth Management Investments

What risk do you need to take with your capital and making your money work for you

Tax Planning

Tax advice and solutions to the individual and business owner.

Financial Literacy Training For Children

Our 15-week programme teaching kids to be money-savvy.


Smart Money Habits

Best investment options out there for R 500.00 per month

R 500.00 per month shaved from your budget can make a significant difference to saving for something big or a more secure future. Here are two types of investment options to consider.

Lower risk option: SATRIX top 40 unit trust fund

SATRIX 40 represents South Africa’s top 40 companies and if you believe in this country and what the entrepreneurs are getting right, you will sleep like a baby. The past 5 years saw a growth in the SATRIX 40 of 110% and the next 5 years will also be just as good. This means that your R 30 000.00 investment will earn more than R 35 000.00.

Higher risk option: Stock Market

Visit Easy Equities and try your hand by being your own personal stock broker at a fraction of what a normal stock broker would charge. You can open a demo account first and use their demo money to buy and trade stocks. Note that this is equity and stocks are highly volatile therefore you need to see your stocks as a longer term investment and nest egg. Expected returns can be anything between 25% and – 15% in a day, so be careful but take the risk, equities will always outperform any other asset class (bods, property, cash) over a rolling 10 year period.

Many times we set goals for ourselves to save or invest, but sometimes fail to fulfil them.

Try to start saving more in 2017!

What applies to your past 12 months?

  • Lack of discipline
  • Got off track
  • Life just happened
  • I did not have a savings goal
  • Too much debt
Up close and personal

Your financial commitment and relationship with your money drives your financial behaviour and determines your financial circumstances. If you want to be more in control of your finances in 2017 (by saving more or reducing your debt by paying off your credit cards), you must understand that being ready and being committed are two different things. Are you committed? If so, what makes this moment different? (Take a deep breath before you answer that question)

Here’s what’s really important for you to remember:

  • Money doesn’t exist in a vacuum. You must be willing to learn how to have it and feel comfortable with it.
  • Money isn’t a separate component of your life.
  • Money is integrated into every aspect of your life
  • Money influences most of your actions and behaviours

Your money is unique, personal and different from anyone else’s. What separates you is your level of commitment.