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Biography
We are a team of graduated, experienced and well trained financial planners with years of experience in the professional market, who are primarily focused on providing graduate professionals and businesses with financial advice. Altogether we have more than 37 years of experience in the financial services industry and we have the necessary expertise to attend to your financial needs. We offer tailored, sustainable solutions suited to your personal requirements. The fact that we are part of the Sanlam group gives clients peace of mind in knowing that our advice is backed by Sanlam. We also have the services of an independent financial planner, which means we are able to offer our clients access to the product solutions of Liberty, Old Mutual, PPS and Altrisk, as well as investment specialists who can give our clients investment advice.
B8 Octo Place Elektron Street Stellenbosch 7600 South Africa