Helping Align Your Money With Your Life

We’ve been helping clients make important decisions about their money and lives since 2012

  • PLANNING FOR DEATH AND UNFORESEEN CIRCUMSTANCES IS AS IMPORTANT AS RETIREMENT PROVISION

    Article by Marius Fenwick, CFP® CPRC

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  • THE LIFE AND WEALTH PENDULUM

    Article by Marius Fenwick, CFP® CPRC

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  • RETIREMENT IS WHEN YOU STOP LIVING AT WORK AND START WORKING AT LIVING

    Article by Marius Fenwick, CFP® CPRC

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  • TARIFFS, GNU AND OTHER INVESTMENT DISRUPTERS

    Article by Marius Fenwick, CFP® CPRC

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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