Taking your financial
to the next level
Whatever the stage of our clients' financial life story, be it creating wealth or preserving wealth, they have in common a need for high quality strategic advice and planning, operational support and execution. To answer these needs, we draw on our considerable in-house experience and work in concert with our network of professional firms.
We also offer “Quantifiable Capital Returns”: In this volatile, changing, world order a guaranteed capital return is a valuable thing to have in your financial arsenal.
Above all, we want to help make sure you are not at risk because of the way your financial affairs are currently structured.
For every challenge there is a solution.
Sound financial advice is of paramount importance, especially during turbulent economic times. Since Jolene took over my financial affairs a few years ago, the advice received has always focused on my personal individualised requirements and has been free of advisor bias, obfuscation and financial baloney. Her proactive rather than reactive approach to my investment portfolio and her ‘teach rather than preach’ methods have been particularly encouraging to me as an investor. Negotiating the tricky minefield of financial planning and investment, with Jolene and her colleagues at the helm, I have experienced professionalism, reliability and availability, sound investment knowledge, patience and common sense in abundance. I now sleep easier at night.
- Dr Basil
Hi – my name is Dr Rene Jansen van Rensburg, but everybody calls me Mejag. I am 68 years old and have started many businesses in my life. I am a Radiologist and met Schoeman and Jolene 5 years ago. From the very beginning their collective understanding of complex subjects like finance and the application of law, as well as their absolute dedication to solving problems started to change my life.
With them by my side I am infinitely better at negotiating business deals with better outcomes.
In addition, they do not suffer fools easily, which ads to a sense of urgency.
In the 3 years that Schoeman has helped me in various legal, financial and strategic issues I have found him to be tenacious in defending my interests and helping me pursue my various financial goals and solve various legal challenges. He has worked tirelessly to help me through some legal issues involving my family trusts. His experience as a highly reputable and feared Prosecutor has given him a vast amount of knowledge of legal matters. He often sees straight to the core issues when other legal people take some time to get to where he gets to very quickly. In financial investments he is able to selectively recommend some very good investments that offer good returns whilst limiting risk. Schoeman is always willing to take calls out of working hours and always gets back to me promptly and is thorough and professional in everything he does. He also was able to get me the very best lawyers for my needs in an offshore jurisdiction.
I can give him my very highest possible recommendation.
- Murray Stewart