financial advisor  
BECOMING A CLIENT
 
 
We are presently expanding our client base in the greater Cape Town region and are actively seeking new clients. This situation may change in the future as, in order to protect and maintain the levels of service to existing clients, once our clients reach a certain level we will not be taking on new clients.

If you are looking for Personal Financial planning that is Independent, Ethical and Professional, please contact us to set up an initial appointment. The initial appointment is always free and totally non-obligatory, usually lasting for an hour, and can be arranged at a time and venue of your convenience.

In terms of the legislation it would help tremendously if you have a copy of your ID and a copy of your latest pay slip (if applicable) at this first appointment.

A brochure summarizing our services can be downloaded here or if you would prefer to have the brochure mailed to you please contact us with your postal address.