We are independent specialists offering Taylor Made holistic financial solutions designed to save our clients’ money, gain greater benefits and build long-term wealth. With offices in Cape Town and Johannesburg, we serve private individuals and the commercial sector with a passion to provide personalised financial planning for every stage of your wealth creation journey.
We see every individual and business as unique and we strive to become a reliable lifetime partner that understands your specific requirements and accordingly offers Taylor Made solutions to fulfil your needs and affordability.
For the individual, we save on health and short-term risk so you can invest these savings to grow your wealth. In the commercial sector, we save businesses money on necessary commercial risk policies and then ensure they can implement vitally important Keyman and Partnership insurance, thereby providing a complete business risk cover profile.
Our services are wide-ranging and comprehensive, but we partner with specialists in every facet of the industry to ensure we provide only the best products available. No hit and run, we’re in it for the long haul and as independent financial brokers, we ensure that our clients receive the full benefits of every product we recommend!