"They reconstructed eleven retirement products into a document I could actually read in one sitting. I'd been paying for two lapsed policies for years without knowing it."
P. Adendorff Private client, Constantia
Fit, honestly assessed
Who we're built for — and who we're not
We turn away roughly one in five enquiries because our quarterly, scored model doesn't suit every situation. Here's how to tell where you fall.
This is for you if
- You have R1.5 million or more in combined investable and retirement assets
- You want written, numbered strategy documents rather than verbal recommendations
- You're comfortable with quarterly check-ins rather than a once-a-year phone call
- You already have an accountant or bookkeeper and want a structuring layer above them
This is not for you if
- You're looking for a single once-off product sale with no ongoing relationship
- Your total investable assets are under R500,000 — a simpler, lower-cost option will usually serve you better
- You want investment recommendations without any tax or estate context attached
- You need day-to-day bookkeeping rather than strategic advisory work
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In their words
"The salary-versus-dividend model saved our practice more in the first year than their fee for three years combined. That's not marketing copy, that's the SARS assessment."
Dr. N. Govender Medical practice owner, Claremont"Quarterly reviews sound excessive until you've had one where the score actually moved because of something you didn't know had changed."
L. van Wyk Business owner, Somerset WestThink you're a fit?
A short call is the fastest way to find out — fifteen minutes, no obligation either way.