HELPING ALIGN YOUR MONEY WITH YOUR LIFE

We’ve been helping clients make important decisions about their money and lives for nearly a decade. We can do the same for you. Learn more about us by watching this short video

  • HOW TO PLAN FOR THE UNEXPECTED

    Article by Marius Fenwick, CFP® CPRC

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  • DON’T LET 2024’S GOOD RETURNS ENTICE YOU TO INCREASE YOUR LIVING ANNUITY INCOME

    Article by Marius Fenwick, CFP® CPRC

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  • COMMON MISTAKES MADE BY DO-IT-YOURSELF INVESTORS – PART 2

    Article by Marius Fenwick, CFP® CPRC

    Read Now

  • COMMON MISTAKES MADE BY DO-IT-YOURSELF INVESTORS – Part 1

    Article by Marius Fenwick, CFP® CPRC

    Read Now

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

  • Fiduciary Institute of South Africa

    As members of the Fiduciary Institute of Southern Africa we subscribe to their code of ethics