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Start Your Journey Toward Financial Freedom

Do you meet the criteria to become one of our clients?

We work with a select number of clients to ensure that we provide highly personalized, holistic financial planning that truly adds value.

For clients who are fully onboarded with us — it allows us to manage their complete financial portfolio, including investments, insurance, and risk cover.
Annual Income
R960,000 or higher
If your annual income meets or exceeds this threshold, you’re likely navigating complex financial decisions — from tax planning to investment strategies. We help high-earning individuals like you make the most of their income through tailored financial planning, proactive wealth management, and strategic goal setting.
Investment Portfolio Size
R3,500,000 or more
With a portfolio of this size, you’re ready for more than just generic advice. Our team provides bespoke investment strategies, ongoing performance reviews, and proactive adjustments to ensure your wealth is working as hard as you do — all within a fully integrated financial plan that aligns with your long-term vision.
If you meet these criteria, we will schedule an introductory meeting to discuss your financial goals and determine how we can assist in growing and protecting your wealth.

Get In Touch

If you meet the requirements to become one of our clients and would like to set up a consultation call, please fill out the form and we will get back to you to set up a date and time that works for you!

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    General Info

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    Qualifying Criteria

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    Final Step

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    How to find our offices

    We’re proud to call Cape Town home, with two conveniently located offices to serve you better. Whether you’re popping in for a meeting or want to say hi, we’d love to see you.
    Contacts
    +27 (21) 914 7480
    Tygervalley Office
    Tygerforum B, 2nd Floor, 53 Willie van Schoor Avenue, Tyger Valley, Bellville, Cape Town, 7530
    Cape Town Office
    2nd Floor, Cape Business Centre, Cruise Terminal Waterfront, Duncan Road, Alfred Chambers, Cape Town, 8001