Kenilworth
Financial Advisor
Kate Brown

Kate 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.

East Rand
Financial Advisor
Dave Connon

Dave Specialises in:

Pre and Post retirement Planning Including Corporate Group Schemes. We have been doing Financial Needs Analysis for our clients for at least 15 years.

Hyde Park
Financial Advisor
Arnaud Malherbe

Arnaud Specialises in:

UHNW Investors | Independent Financial Advice | Expert asset and portfolio management | Retirement & Estate Planning | Foreign investment & Structures | Employee Benefits