“Helping you be and stay a confident investor”

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In 4 steps….


Unit Trusts

Gives you access to the financial markets, local and foreign.

Retirement Annuities

A tax savings product which allows you to invest in unit trusts.

Preservation Funds

Allows you to preserve your provident or pension retirement savings.

Tax-free Investment Accounts

You pay no tax on your returns.
The interest, capital gains and dividends you earn are tax-free.

Living Annuities

Provides you with an income.
Allows you to control your investment, but comes with risks.


An investment policy for long-term investors with a high tax rate, more than 30%.

If you’re a serious long-term investor, get in touch, give it a go…

Schedule your free, 30 minutes, no-obligation meeting to discuss your needs

I’m ready to help you be and stay a confident investor