HELPING ALIGN YOUR MONEY WITH YOUR LIFE

We’ve been helping clients make important decisions about their money and lives for nearly a decade. We can do the same for you. Learn more about us by watching this short video

  • WHEN IS THE RIGHT TIME TO RETIRE?

    Article by Marius Fenwick, CFP®

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  • IS RETIRING OVERSEAS A GOOD OPTION FOR SOUTH AFRICANS?

    Article by Marius Fenwick, CFP®

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  • THE KEY TO SUCCESSFUL AGEING AND RETIREMENT

    Article by Marius Fenwick, CFP®

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  • POSITIVE PSYCHOLOGY FOR RETIREMENT AND SUCCESSFUL AGEING

    Article by Marius Fenwick, CFP®

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HOW WE CAN HELP YOU

  • Financial Planning

    Helping you align your money with your life

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  • Financial Transitions

    Guiding you through your major life transitions

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PROFESSIONAL BODIES

  • Financial Planning Institute

    We subscribe to the ethics, procedures and standards of the Financial Planning Institute of Southern Africa

  • Financial Transitionist Institute

    We subscribe to the global procedures, ethics and standards of the Financial Transitionist Institute

  • Fiduciary Institute of South Africa

    As members of the Fiduciary Institute of Southern Africa we subscribe to their code of ethics