Get ready to take control of your finances.
While you’re taking care of others,
we’ll be taking care of you.
As an experienced team of financial planners in Silver Lakes, Gauteng, we provide you, our client with a professional service that fits your unique financial circumstances.
With a consistent history of excellent performance due to our knowledge of markets, products and companies, we have a passion for creating tailor-made solutions according to your requirements. However, it's our unwavering belief in a personal, caring and committed professional relationship with each of our clients that is the key to our real success.
Our Services
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Financial Planning
Creating and revising budget plans
Implementing risk benefits like Income Protection, Dread Disease, Disability Cover and Life Cover.
Nationwide face-to-face consults, irrespective of where you are placed
National and International Footprint with Medical Professionals
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Retirement Planning
Investment platforms: Short, Medium and Long-term
Investment specialists managing the investment on your behalf
Optimising Tax Structures through Investment
Ensuring Retirement Savings are tracked correctly for peace of mind
Leveraging on the strengths of diversification through multiple fund managers
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Insurance and Professional Indemnity
Short-term Insurance options with industry leading companies (Car and Household)
Medical Professional Indemnity when entering private practice
Access to outsourced strategic partners specializing in Legal
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Tax Planning
Designated Tax practitioner, managing our Doctors tax – submissions, audits and verifications.
Free tax service for the first 3 years of working as a Doctor (Internship through to Comm-serve)
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Estate Planning
A well-organized estate is one of the most thoughtful gifts you can leave your family. We can help you a draft a will to ensure the well-being of your family after you have passed.
