“There isn’t a one size fits all solution that can be applied to every client’s unique financial goals. The key is in tailored strategies.”
About
- Andrew Jones
We work with people who have potential. For over 15 years we have journeyed with more than 180 families, helping them achieve their wealth potential. Through in-depth, individualised, rigorous planning, we deliver independent, comprehensive solutions. Your potential is our purpose. Now it’s time to own it.
What we do
Plan to grow. Grow to plan
We use our expertise to both protect, manage and generate wealth. Active management of your portfolios allows for growth consistency. We research and interrogate ideas to make sure you can, and will, enjoy true wealth.
Own your potential.
We partner with a discretionary fund manager who exclusively designs investment portfolios for every one of our clients. Through global understanding, continued learning and holistic thinking, our approach is always thorough, smart and ongoing. We create, monitor, actively re-balance and evaluate your portfolio.
We gain an in-depth understanding of you and your needs. (Strategic implementation and comprehensive analysis.)
We identify the active steps we need to take, then we take them. (Independent, comprehensive solutions.)
We look and relook your portfolio design, revaluating where we are and where we’d like to be. (Active assessment = guaranteed consistency & guaranteed growth.)
Our Flow
We are a small, focused and dedicated team that believe in your potential; serving clients all over South Africa and Globally for over 15 years.
Who we are