We are passionate about financial planning & specifically the financial wellness of our valued clients.

The brokerage has been in existence since 1990 & our representatives has combined in excess of 40 years’ experience in financial planning.

Through professional financial planning we strive to protect clients financial risks with accurate insurance by contracting with the following major insurance companies:

MOMENTUM, LIBERTY, SANLAM, OLD MUTUAL, DISCOVERY, HOLLARD, FMI, BRIGHTROCK & TMS

Asset management & wealth creation is achieved by contracting with well established & proven asset managers such as:

ALLAN GRAY, NINETY ONE, CORONATION, STANLIB, FOORD, MARRIOTT, FEDGROUP, SATRIX/ETF

Protecting physical & leisure assets through short term risk insurance by contracting with:

MOMEMTUM short term insurance & DISCOVERY INSURE