WHY US

We carefully consider your specific needs when developing an appropriate solution for you. Whilst staying true to our core values of clarity, rationality, sincerity and passion, we apply the FPI (Financial Planning Institute) 6 step financial planning process to instil confidence in our services. We are constantly improving our client relationship processes to engage even more regularly with our clients, with meaningful contact.

Our independent quotes and solutions impart clarity and knowledge to enable you to compare unbiased investment and risk cover offerings from various service providers. See our full range of risk solutions under services. We remain impartial to our service providers to reflect our independent culture. Our commitment to continuous professional development programs and product updates ensure that our services remain relevant and up to date for our clients.

Recommendations are provided in a concise manner with reasons therefore, so that you are satisfied that your objectives are achieved as far as possible. Shortfalls are highlighted and at least annually reviewed. We represent most reputable financial services that have a proven track record. We are cost sensitive and will present appropriate cost effective, value for money solutions to achieve your objectives, without compromising the required depth or breadth of cover or targeted investment returns.

As a financial services provider we live by our culture of ‘Decisive Prosperity’ and proudly share that our clients enjoy active investment management. This means that our investments under management evolve and match changing economic conditions even between review consultations, providing peace of mind. Our clients’ risk profiles are thereby also always maintained. We implement this strategy where possible and appropriate. By applying this approach, our clients have access to familiar local funds as well as new generation local and international funds. Our preferred specialist discretionary fund manager manages over $245bn of funds and is represented across 37 countries. Over 200 analysts and 8000 staff provide a depth of forward-thinking research and negotiated fee structures that are not easily matched. The selection of our partner has been a justified decision and has resulted in relative exceptional performance for our clients, true to our commitment of ‘Decisive Prosperity’. It reflects their sound diligent processes and values that we strive for.

Our short term personal and commercial specialist partner develops and provides quality solutions for our diverse range of clients. They are 100% management owned, have over 100 years of combined short-term experience, are proudly independent. We have enjoyed a successful pilot partnership with their team of highly skilled specialists for some years now and can say with confidence that they deliver a superior service from quotation stage to claims management. This service is extended to all our clients with absolute confidence that we will not fall short of our clients’ expectations.