Overview

Current solutions in the market are not always cost-effective, independent and tailored to the needs of an advisor or client. We aim to address this gap. We currently service 8 IFA's and a number of individual clients. We want to help advisors and clients by creating sensible solutions from the myriad of investment options. We have created 2 flagship model portfolios and manage local and global share portfolios. We simplify the investment process by providing cost-effective, focussed and independent investment solutions to financial advisors and their clients.