Kenilworth
Financial Advisor
Lore Winter

Lore Specialises in:

Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.

La Lucia
Financial Advisor
Tammy Loots

Tammy Specialises in:

Investment Management and Retirement Planning for high net worth private clients.

Kenilworth
Financial Advisor
Pierre Taljaard

Pierre Specialises in:

Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.