We are extremely proud to have 3 CERTIFIED FINANCIAL PLANNER® professionals in our firm. They are fully equipped to look at a client’s total portfolio and advise on the necessary adjustments to ensure long term and sustainable growth in wealth for the client.
Our investment team is led by Mr Thokozani Sifundza.
Our philosophy is to not try any funny business. Stick to quality investments that will deliver a return over the long run and ensure that risk is managed.
The investment arm has 2 staff currently in training to become CFP® professionals. This is to ensure continuity and a high level of knowledge in the business.
Contact Guillaume if you need help with any of the following:
- Share portfolio (offshore and local).
- Retirement planning.
- Already retired or retiring soon and need advice on investing / managing your pension.
- Financial planning.
- Saving for your children’s education.
- Investment in unit trusts, retirement annuities, living annuities.
- Succession planning with regard to trusts.
- Tax planning.