The modern way of financial planning
The use of digital platforms in the financial planning process has become a core part of successful client engagements and ease of doing business. By digitising critical steps in the process, we can create efficient, accurate and transparent solutions for our clients.
Our platforms allow online video meeting with screen and document sharing capabilities, industry leading financial planning software and provided by a Certified Financial Planner® to create a unique meeting experience. All transactions, documents and important information can be accessed online from anywhere, anytime. Do your financial planning when and where it works for you.
Cloud based compliance
Each client receives access to a unique online portfolio that contains all specific documentation relating to the financial planning process, investment and insurance product contracts and relevant compliance documents. No more lost paper documents, uncertainty about products or long waiting periods to receive the required information. Access your information from anywhere, anytime.
Professional financial advice
Our financial advisors are qualified with a post graduate level of education in financial planning law as well as business studies and have written and passed the CFP® board exam facilitated by the Financial Planning Institute of South Africa. Certified Financial Planners® are held to a rigorous standard of knowledge, ethics and experience and is labelled as “The professional standard” of financial advisors.