Yes. We are an accountable institution as determined by the FAIS Act (Financial Advisory and Intermediary Services Act) and therefore report to the FSCA – Financial Services Conduct Authority. We also belong to the FPI – Financial Planning Institute of South Africa. Our Accounting and Audit Divisions respectively belong to SAIPA (South-African Institute for Professional Accountants) SAICA (South-African Institute for Chartered Accountants) and IRBA (The Independent Regulatory Board for Auditors)

We strongly belief that the qualifications of our staff from Junior to Senior level makes a difference in what we offer. Our Financial Planners are all CFP’s (Certified Financial Planners) and that is a baseline standard. Furthermore, we have outstanding TAX and Estate planning knowledge. Our accountants are all qualified and those still in training (Financial Planning and Accounting Division) are working towards a formal qualification.

Our first meeting is complementary provided that the meeting is at our office where we have great coffee and all the relevant resources to assist you and to introduce you to our Company. We will gather information from you to enable us to make an informed decision and to ensure that we understand your needs. Once we have all the relevant information, we will only then quote you for the services which we will provide. There will be different quotes for different services and needs. We do not believe in a “one size fits all” approach.  Once off consultations will be charged ad a specific rate depending on the Advisor. We will issue you with an invoice for payment and proof of payment must be provided 48 hours before the meeting to secure the meeting.