R3 500
from, per plan
Wealth & Investment Planning
Long-term portfolio strategy matched to your risk profile, goals and life stage. Reviewed regularly, adjusted deliberately.
What We Offer
Financial services that earn their fee
Every service below is delivered by a named advisor, priced transparently and built around a plan you'll actually understand. Explore where we can help.
Home / Services
Full Catalogue
Pick the guidance you need
Start with one service or combine several — our advice works best when your finances are coordinated.
R1 900
from, per return
Tax Strategy & Compliance
Provisional tax, annual returns and forward planning to keep you compliant and efficient. Handled end to end.
R4 200
from, per month
Business Advisory
Forecasting, funding, cash flow and growth strategy for owner-managed businesses. A trusted second opinion on every big call.
R5 600
from, per structure
Estate & Succession Planning
Wills, trusts and succession structures that protect your legacy and simplify what your family inherits.
R2 400
from, per review
Risk & Insurance Review
An independent, product-neutral audit of your cover with clear, actionable recommendations.
R3 900
from, per plan
Retirement Structuring
Model your retirement income, optimise for tax and longevity, and retire with a plan you can rely on.
Service Questions
How our engagements work
Clear answers on scope, timing and fees — because good advice starts with no surprises.
Absolutely. Many clients hold a retainer covering tax, advisory and wealth planning together — it's more efficient and gives us the full picture.
No. The introductory consultation is free and carries no obligation. We use it to understand your needs and scope the work honestly.
A standalone plan is usually delivered within two to three weeks. Ongoing advisory and retainers run continuously with scheduled reviews.
Never. Fees are agreed in writing before any work begins, and any change to scope is discussed with you first.
Yes. While our office is in Menlyn, we serve clients across Gauteng and nationally via video and phone.
You keep the plan and the reasoning behind it. Most clients choose an annual review so the strategy stays current as life changes.
Next Step
Not sure which service fits?
Tell us where you are and what you're trying to achieve. We'll point you to the right starting place — no pressure, no jargon.