News & Resources

Stay up to date with the latest news and information relating to investments, taxation and all aspects of financial planning.
Our quarterly newsletters are also published here.

Financial Planner of the Year Finalist

Financial Planner of the Year Finalist

We are extremely proud to announce that Louis van der Merwe has been awarded the Financial Planner of the Year 2018 Finalist title, together with two industry colleagues. This is the highest award a professional financial planner can achieve and it recognises the top...

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Emergency Funds are there for both unexpected and expected expenses due in the next 12 months. A great way to start an emergency fund is with the use of money market unit trusts. Why Unit Trusts? a unit trust or collective investment scheme allows you to have exposure...

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Financial Services Provider 43925


(t) 021 300 8056