Frequently Asked Questions
You can book a consultation by calling us directly, sending an email, or filling in the contact form on our website. We’ll schedule a convenient time to discuss your financial needs.
Our office is at 90 Vleiroos Street, Winchester Hills, Johannesburg South, 209We welcome both in-person and virtual consultations.
Yes. We understand that not all clients can meet in person, so we offer secure virtual consultations via video call for your convenience.
Bring any relevant financial documents, such as income details, investment statements, and retirement plans. This helps us give you tailored advice from the very first meeting.
We aim to respond to all enquiries within 24 hours during business days. If you reach out after hours, we’ll get back to you the next business day.
While we are based in Johannesburg South, we proudly serve clients across South Africa through both in-person and online consultations.
Our initial consultation is obligation-free. It’s an opportunity to understand your needs and see how we can assist you in achieving your financial goals.
You can always send us an email or leave a message after hours, and we’ll get back to you as soon as possible during business hours.
We prioritise personal attention and long-term relationships. From your first contact, you’ll experience a client-focused approach built on trust and care.