Helping Align Your Money With Your Life

We’ve been helping clients make important decisions about their money and lives since 2012

  • THE LESS OBVIOUS CHALLENGES FACED WHEN RETIRING

    Article by Marius Fenwick, CFP® CPRC

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  • THE ILLUSION THAT PROPERTY IS A GOOD INVESTMENT

    Article by Marius Fenwick, CFP® CPRC

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  • WHEN PLANS GO SIDEWAYS: INSIDE THE DAILY LIVES OF FINANCIAL PLANNERS

    Article by Marius Fenwick, CFP® CPRC

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  • CONSIDER WORKING INTO YOUR 70s … OR BEYOND

    Article by Marius Fenwick, CFP® CPRC

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HOW WE CAN HELP YOU

  • Financial Planning

    Helping you align your money with your life

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  • Financial Transitions

    Guiding you through your major life transitions

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PROFESSIONAL BODIES

  • Financial Planning Institute

    We subscribe to the ethics, procedures and standards of the Financial Planning Institute of Southern Africa

  • Financial Transitionist Institute

    We subscribe to the global procedures, ethics and standards of the Financial Transitionist Institute