Our policy, and the law also compel us, to do a full Financial Need Analysis for each client and those with
investments a full investment report. This must be reviewed biannually or annually. We only waive this if we
receive written permission from the client.
We also do a risk profile for each client to determine the fund choices. A risk profile is determined according to
the client's age and needs.
PHONE +27 (0) 21 856 2100
"Independent financial service providers whom you can depend on."
"Our mission is the creation & retention of wealth and the protection against financial risks for
each client based on a mutual relationship of trust and integrity."
Marijke Wilkin says:
"Wendell and I would like
to thank you for all your
hard work, professional
service, friendship and for
taking good care of our
investments. It is such a
pleasure to do business
with you and your
company. It is a sure sign
of your professionalism
that your company is
going from strength to
What do you think about
Please let us know.
We work closely with respectable associates to provide and maintain excellent service.
Contact Us | Phone +27 (0) 21 856 2100 | Fax +27 (0) 21 856 4581 | Email email@example.com | Address: 21 Boundary Road, Gordon's Bay, 7140
We are part of Masthead, the largest support network for independent financial advisors.
CC 97/20955/23 | VAT 4450165438
| Licensed Financial Services Provider | Financial Services Board FSP 181 |
96% Masthead Rating 2014