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Comprehensive Financial Planning
Capital Protection Plans
Goal Achievement Programme
Financial Freedom Planning
Since inception we have adhered to the same set of values. These have provided us with a consistent framework to help us to make the best decisions for our investors in a changing environment and over time.
We always put our clients’ interests first. Period !
It is little surprise then, that we are able to retain over 93% of our clients. We strive to build our clients’ trust and confidence in us through excellent client service. We design our products and fees so that they tie our success to that of our clients. Creating meaningful long lasting relationships that are built on trust.
We take a long-term perspective on investment decisions and business strategy. We establish long-term relationships with clients, who also believe in us and share our conviction in our investment approach. We offer an uncluttered range of products and services where we believe the application of our skills can add value to our clients' investments and can be enduring.
We are often contrarian and have the courage to fly in the face of popular opinion or conventional wisdom. We value, seek and foster diversity of opinion and thought.
We have great faith in the power of the individual to make a difference. We believe that the best decisions are made by individuals not committees and we accept responsibility for the consequences of our actions.
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