Independent financial advisor for Sandton.
Owner-managed businesses and busy professionals in Sandton need advice that joins the company side and the family side into one plan.
Where your business and your family meet.
A lot of our Sandton clients run their own companies. That brings questions a standard policy never answers: what happens to the business if a partner dies, who buys their shares, and how the family is protected while all of that is sorted out.
We structure buy-and-sell agreements, key-person cover and contingent liability cover alongside your personal life cover, retirement annuities and offshore investments. One advisor sees the whole picture, so the business plan and the estate plan point the same way.
What Sandton clients ask us about.
Every product line is covered, but these are the conversations we have most often here.
Business assurance
Buy-and-sell, key-person and contingent liability cover for owner-managed companies.
Learn moreOffshore investing
Offshore options within your SARS allowances, structured with the rest of your portfolio.
Learn moreEstate planning
Wills, trusts and beneficiary nominations aligned so your wealth passes the way you intend.
Learn moreWhere we work around Sandton.
We advise clients in these suburbs and the surrounding areas, in person at our Bromhof office, at your home for a first meeting, or by video.
- Bryanston
- Morningside
- Rivonia
- Sunninghill
- Paulshof
- Hurlingham
- Douglasdale
- Benmore
- Illovo
- Woodmead
We meet
A thirty-minute conversation over coffee in Randburg or a video call. We listen first, then ask the questions that uncover what your plan is missing.
We review
Bring your latest policies. We come back with a one-page summary. What's working, what's overpriced, where you're under-covered, where you'd save.
We place
If you agree, we move the cover. The insurer pays the advisory fee. New cover replaces old cover only once it's confirmed in place.
We stay
One review a year, every year. Salaries change, kids arrive, mortgages get paid off. The plan flexes with you, with the same advisor.
Questions from Sandton.
Do you advise on cover for business partners?
Yes. We arrange buy-and-sell agreements funded by life cover, key-person cover and contingent liability cover, so a business can keep trading if an owner or critical employee is lost.
Can you help with offshore investments?
Yes. Offshore investing forms part of most portfolios we structure. We explain the SARS allowances, currency considerations and which vehicle suits your situation.
Can we meet in Sandton?
We can come to you for the first meeting, or meet at our office in Bromhof, Randburg. Many busy clients prefer a video call, which works just as well for reviews.
Talk to an advisor about Sandton.
Thirty minutes, no obligation. In person in Randburg, at your home for a first meeting, or by video.