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Who we are
What we do
Our services
Holistic financial planning to get the most meaning from your money.
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Specialised Workshops
We have two workshops designed to help you purposefully plan a rich and meaningful life enabled by your money.
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Chartered Legacy and Trust
Our Legacy & Trust Specialists collaborate with our Financial Planning Specialists to provide clients with a comprehensive Estate Planning Service.
Chartered Tax
Our in-house team of Tax Specialists and accountants work closely with Financial Planning Specialists to ensure that Tax Planning is an integral part of the comprehensive Financial Planning process.
WealthStrat
WealthStrat navigates the extensive investment environment and matches each individual with the right investment mix to implement their personal investment plan.
Retiremeant™
Our news
Our News
Stay informed with our latest news.
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Read the latest articles of interest written by our Financial Planning Specialists.
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Midlife Money Conversations
Midlife Money Reflections
Midlife Money Reflections
How to get back on track when life forces a change
February 23, 2025
Midlife Money Conversations
When your side hustle becomes your main gig
February 23, 2025
Midlife Money Conversations
The Year of AND: Because we always have Choices
January 21, 2025
Midlife Money Reflections
Navigating midlife on your terms
December 3, 2024
Midlife Money Reflections
What you need to know if you’re retrenched
November 3, 2024
Midlife Money Conversations
Starting a business after retrenchment
November 2, 2024
Midlife Money Conversations
Rebuilding in Midlife: Moving, Empty Nest, and a New Career
October 2, 2024
Midlife Money Conversations
Embracing Midlife – A Journey of Reinvention and Possibility
September 3, 2024
Midlife Money Reflections
Navigating the Financial and Emotional Risks of the Two-Pot Retirement System
August 27, 2024
Midlife Money Reflections
Navigating Financial Security as Part of the Sandwich Generation
July 23, 2024
Midlife Money Conversations
A Second Career in Midlife
July 23, 2024
Midlife Money Reflections
Redefining work post-midlife – Breaking the Midlife Myth
May 23, 2024
Midlife Money Conversations
The Midlife Myths we tell ourselves, and the Truths we need to embrace
May 23, 2024
Midlife Money Reflections
Financially Unprepared – the unintended burden of inheritance
April 29, 2024
Midlife Money Conversations
Navigating Inheritance – beyond the money
April 29, 2024
