We Provide

We provide guidance on building a personal portfolio to reach your goals in the short term as well as long term, through Stepp, our brokerage that forms part of our group of companies. Risk analysis to determine the investment type that will suit you best.

Experts advice on

  • Unit trusts
  • Retirement annuities
  • Property investments
  • Money Market and cash investments
  • Offshore investment advice
Effective allocation of funds at retirement so that maximum benefit can be achieved.