We take your personal wealth to heart. Find out a bit more about what we do, how and why we do it.

Your wealth should be a priority,

not just a second thought.

Step 1

Get in touch with us to inform us of your situation. This method will allow us to gain more insight as to how to increase your wealth.

Step 2

Our team will analyse your request and revert back to you. At this stage we will assess your situation and a prospective way forward.

Step 3

One of our dedicated consultants will get in touch with you after carefully analysing your request. This will ensure a tailored experience.


We'll design an easy to understand, bespoke wealth plan that's fun and efficient.

Flexible & Adaptable

Life doesn't stop or stand still - so you need a plan that adapts easily to the big changes in your life like marriage, children and medical emergencies.


Unlike traditional retirement planning, wealth planning requires a change in perspective due to it being time focused.


We ensure there is an ongoing accountability partnership that will keep you informed and focused on your goals.

Cost Effective

Upfront & recurring trail fees eat into your savings without you realising it. Costs can make the difference between success and failure.


We are proudly affiliated with Brown's Insurance Brokers which was founded on solid principles in 1959.


Our team currently consists of a Certified Financial Planner and a Qualified Debt Counselor.


Become part of a like-minded group of people all focused on supporting you on your journey to financial freedom.

0 Clients

We've helped

0 Hours

of service

0 Rand

Saved for our clients

0 Cups

Of great coffee