WELCOME

For all your Financial Planning and Insurance needs.

We provide our clients with bespoke financial solutions to suit their needs from a place of caring.  We strive to build lifelong relationships with our clients and their families to ensure that you can make the best possible financial decisions.

"We do the sums and make the plans so that you can have peace of mind about your finances." - Phil du Plessis, Founding Director

Business Meeting
 

WHO WE ARE

From humble beginnings, we have been providing our clients with bespoke financial solutions since 2002.
We do not believe in a one size fits all approach to dealings with our clients and as such have remained independent in our approach to products and services.

Financial Consultation
 

CONTACT US

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