We structure model portfolios on carefully selected, best-of-breed asset management organisations with proven track records such as Investec, Allan Gray, Coronation, etc.

These models are structured according to specific client risk profiles, namely aggressive, moderate, growth, balanced, defensive and conservative. We also offer an off-shore unit trust management service.

We firmly believe that a portion of your investments should be held overseas. This provides protection against a declining rand and diversification of your investment portfolio.

If you have not, as an absolute minimum, invested R2 million for yourself and R2 million for your spouse as permitted by the Reserve Bank, now is the time.