Wealth Management
We provide our clients with holistic investment advice along with the provision of other value add services, such as analysing life assurance and disability needs, estate planning and the compilation of Wills.
Charles heads up the Wealth Division and is ably assisted by Chris and Nathan.
Charles has more than 30 years of practical experience in the Financial Services Industry, having started out with Prudential Life in 1985. Charles is a member of the Financial Planning Institute having obtained his CFP (Certified Financial Planner ® Professional) certification in 1995.
Chris has five years’ experience in the financial services industry working as an advisor at Old Mutual and has obtained his CFP (Certified Financial Planner ® Professional) certification.
Although specializing in post-retirement investments advice and planning, this combination of experiences and qualification enables Charles to offer advice and service in all the below mentioned additional disciplines:
- Personalised Investment Advice
- Pension, Provident and Preservation Funds
- Corporate Benefit Schemes
- Estate Planning
- Wills
- Life and Disability Assurance
- Pre-retirement Investment Plans
- Medical Aids
In line with the company’s ethos of ensuring that their clients are exposed to any unnecessary risk, investment or otherwise, only well-known and long established “household name” companies are used to house any investment capital or carry any insured risk.