Tailor-made solutions best suited for you
Saving and investing for your future should not be difficult. By partnering with us, your journey will be made easy. Our skilled advisors are ready to work with you to craft a suitable investment plan according to your needs.
Wealth management
Innovative solutions that yield results
Group savings and investments
Empowering groups and businesses
Retirement solutions
Helping you retire with ease
Financial wellness training
Guiding employees on issues of finance
We exist to solve these problems
90%
Inadequate retirement savings
More than 90% of South Africans are unable to retire comfortably.
0.5%
Poor savings culture
South Africa’s savings rate is among the lowest in the world, at 0.5%.
10%
Insufficient life insurance
Only 10% of people have life insurance.
70%
Improper estate planning
More than 70% of South Africans do not have a will.
Our solutions are offered through trusted and longstanding financial service providers. We partner with them to ensure we source the best possible solutions for you.
Our trusted partners:
