Advice that’s transparent, correct and trustworthy.
Independent
We create and manage customized investment solutions for our clients. Unlike tied agents we are not beholdent to one product supplier. The advice we provide is therefore objective and unbiased.
Experience
We have over seventeen years experience in investment management and estate planning. We ensure we meet our client’s objectives.
Trustworthy
Transparency and accountability is the core of our value system. Our clients trust us to provide correct advice.
Fees
In line with international standards we do not charge commision fees. We align ourselves with our clients interests.
Qualified
Our financial advisors are highly qualified and accredited, this ensures credibility and premium service providing you with peace of mind.
Reporting
Our integrated systems are of the highest integrity, providing you with prompt real time reporting as and when you need it.
The value in Stocks + Wealth service is, in every action, underpinned by the following convictions:
Integrity
Honesty and reliability personified.
Consistency
Without which trust cannot be established or earned.
Results
Achieved without taking high risk shortcuts and based on trusted principled procedures.
