Our Mission

For our clients: We are committed to providing excellent Financial Management process’s which include Problem-solving, Communication, Products and Services. This means different things to different people.
For our staff: We are committed to providing a workplace that is challenging, enjoyable and rewarding. We remain focused upon the importance of personal and family health and happiness. We require and support all our staff to continue professional development and to maintain the high ethical standards we are proud of.

Murray van der Merwe
Wealth Manager

Carol van der Merwe
Key Individual/Representative

Kobie Geldenhuys
Proplanner / Representative

Daniel van der Merwe
Proplanner

Elmarie Meyer
Executive Assistant

Anastasia van der Merwe
Corporate cash manager Assistant

Our Remuneration

Our initial meeting will be used to determine whether we can help you achieve or move towards your financial goals. There is no charge for this and no obligation on either side.

After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.

Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.