Meet Our Team
Experienced professionals dedicated to your financial success
Our team brings together decades of financial expertise, specializing in retirement planning strategies that work for South African investors. We understand the unique challenges and opportunities in our market.
Our Core Expertise
We've built our practice around the financial planning needs that matter most to South African families. Each area of expertise represents years of specialized knowledge and real-world experience.
Retirement Planning Strategies
Our approach goes beyond basic advice. We help you navigate pension fund transfers, retirement annuity contributions, and tax-efficient withdrawal strategies. Having worked with over 500 clients since 2020, we understand how South African retirement laws actually work in practice – not just in theory.
Estate Planning & Wealth Transfer
Estate duty planning becomes complex when you factor in property values, business interests, and offshore investments. We specialize in structures that protect your family's wealth across generations, with particular expertise in South African estate law and cross-border considerations.
Investment Portfolio Management
Diversification means more than just spreading investments around. We help you balance local and offshore exposure, understand regulatory limits, and build portfolios that can weather both market volatility and currency fluctuations that affect South African investors.
Tax-Efficient Strategies
South African tax law offers opportunities that many people miss. From capital gains planning to retirement fund contributions, we help you legally minimize your tax burden while maximizing your wealth accumulation potential.
Why Our Experience Matters
We've guided families through market crashes, currency crises, and regulatory changes. This isn't just about academic knowledge – it's about practical wisdom gained from helping real people navigate real financial challenges in the South African context.
Leadership Team
Meet the professionals who will guide your financial journey
Michael Thompson
Senior Financial Planner
Michael has spent 15 years helping South African families prepare for retirement. He started his career at a major bank before founding his own practice in 2018. His specialty is working with clients who are within 10 years of retirement – that critical period when every decision matters more.
David van der Merwe
Investment Strategist
David brings 12 years of institutional investment experience to our team. He previously managed portfolios for a pension fund with over R2 billion in assets. His deep understanding of market cycles and risk management helps our clients avoid common investment mistakes.