Multi-purpose specialists for all your financial needs.

Our specialists are diverse and help you plan for the future,
by designing the most holistic and cost-effective solution for your needs.

Trust & Accounting
Property & Wealth
Wealth Management

Building your Property Portfolio?

With over 30 years’ experience in the property industry,
we have a range of experts to assist you in making
the best investments for the future.

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We help you grow
and protect your entities.

Trust us, protecting your wealth can be affordable.
Start your legacy today!

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Unorthodox Financial Freedom


Vision
To collectively empower our clients and staff in an unorthodox manner on their journey to financial freedom.

Mission
By providing exceptional integrated financial solutions through an innovative approach to a value driven service, that results in a fulfilling client experience.

(an) unorthodox . holistic . experience

Need some
advice?

Let us call you!

Need some
advice?

Let us call you!

Accounting

  • BEE Level 1
  • Tax Advisory
  • Company Accounting
  • Trust Accounting
  • Personal Tax
  • Payroll
  • Company Secretarial

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Property

  • BEE Level 1
  • Rental Management
  • Property Investment
  • Property Sales
  • Property Advisory
  • Bond Financing

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Wealth Management

  • BEE Level 1
  • Investments
  • Life Insurance
  • Short Term Insurance
  • Buy & Sell Insurance
  • Key Man Insurance

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Legal & Trust

  • BEE Level 1
  • Trust Formation
  • Trust Administration
  • Independent Trustee Services
  • Last Will and Testament
  • Commercial Contract Law

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BEE Verification

  • BEE Level 1
  • SANAS Accredited
  • Verification Services
  • Research Services
  • Legislative and Compliance Insight
  • Workshops and Presentations

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Investments

  • BEE Level 1
  • Wealth Planning and Advisory
  • Retirement annuities
  • Collective Investment Schemes
  • Share Portfolios

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Ask Yourself...

  • Does your Financial Accountant know your Property Advisor, Tax Consultant and Insurance Brokers?
  • Do they all sit together with you and your family to design the most holistic and cost-effective solution for your needs?
  • They are controlling your wealth – but do they really know what is happening in your life? Do they know what is best for you and your family?
  • If the inevitable happens, is there ONE phone number that you can call – where all aspects of your life and wealth are understood and taken care of?

Our Clients & Partners

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