Romeo has 20 years’ experience in the financial services and trust industry that has enabled him to develop a proven strategy.
With more than 10 years of experience in the administration field, Kaydene has mastered the art of office management.
Ian believes the key to financial planning is built on several pillars: trust, service, education, safety, and security of clients' investments.
Natasha was born and bred in Durban and prides herself in building and maintaining lasting relationships whilst providing the highest level of service to her clients.
Senior Wealth Manager
I am a career long financial services professional. My career spans local, continental and international financial services institutions over 25 years.
Stuart is passionate about his clients and creating a long lasting relationship that he believes is the recipe to Wealth creation. With his vast experience in deferent industries, Stuart decided...
Sven is charismatic and people-orientated. He loves interacting with and meeting new people daily. Sven gives every client his full attention and ensures that each solution is bespoke to their individual needs.
Client Acquisition Executive
Luke is very ambitious and is always willing to learn new things and update his knowledge in the finance and investment industry with highly qualified and experienced advisors by his side.
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