We partner with industry-leading investment houses.

As a result, we can remain independent and structure the best investment portfolio for you.


Let us take the stress of investment management away from you. Furthermore, we can structure your investments specific to your personality, beliefs, and priorities.

Above all, we are constant investors and not speculators. We base our investment advice on real facts and research. Hence we do not make risky predictions of the future. So let’s help you invest now to have enough growth for yourself and future generations.

How we work

We connect with you

First of all, we meet with you to understand your needs and objectives before getting your financial information.

We plan

Then we create a plan taking into account your personality and beliefs to determine the best solution to reach your objectives.

Execute and monitor

Finally, we do what it takes to execute the plan, monitor, and feedback to you, giving you time to focus on the things you enjoy.

About how we invest

Investment portfolio management planning

Our brand name is associated with Shariah Compliant Investing (SCI), Socially Responsible Investing (SRI), and Environmental Social & Governance Investing (ESG)
We also have our unique investment boutique serviced by an industry-leading financial institution.
In addition, we have access to a comprehensive range of investment products. These include unit trusts, retirement annuities, and preservation funds. 

Our industry-leading partners

Our approach

  • Share portfolio construction and management
  • Also construct share portfolios with discretionary mandates.
  • Regularly manage share portfolios with service providers.
  • Independent review of portfolio strategy, mix, returns, and cost.
  • Particular monitoring the returns and cost.
  • Similarly monitoring of shariah compliance.
  • Unit trust, retirement annuities, and preservation funds.
  • Coupled with property purchase structuring deals.
Investment Portfolio management discussion

Also view our financial planning and employee benefits by clicking the underlined links.

What is your investment objective?

Investment portfolio management result

So let’s chat about your financial future and recommend products to suite your needs. To begin, complete the form below and we’ll contact you. There’s also a live chat option below.

More ways for us to connect

So chat to us via WhatsApp now (Works on chrome, firefox and opera browsers).

Reg no. – 2020/005147/07
Licence – FSP46853
BBBEE level 1