Financial consulting · East London
Prudent guidance, generations in the making
We help families and business owners across the Eastern Cape make careful, well-reasoned decisions about their money — and keep making them for decades.
38 years
Advising Eastern Cape families
R2.4bn
Client assets under guidance
94%
Clients who stay past five years
Foundation package from
R1 950
per year, no hidden fees
By the numbers
Steady counsel, measured results
410
Households currently advised
62
Owner-managed businesses on our books
1 day
Typical response to any query
4
Accredited advisers in our Quigney office
Our packages
One clear fee, no surprises
Choose the level of support that fits where you are. Every package starts with a no-obligation first meeting.
Foundation
A clear annual check-in on the essentials.
R1 950 / year
- Annual financial review meeting
- Retirement and savings health-check
- Written summary with clear next steps
- Email support within one business day
Most chosen
Stewardship
Ongoing oversight for growing portfolios.
R4 800 / year
- Everything in Foundation
- Quarterly portfolio review
- Tax-efficiency and contribution planning
- Estate and beneficiary check
- Priority telephone access to your adviser
Legacy
Full-scope planning for complex estates.
From R9 500 / year
- Everything in Stewardship
- Full estate and succession planning
- Coordination with your attorney and accountant
- Trust and business-continuity guidance
- Dedicated senior adviser
Accredited and accountable
Regulated, member-backed, independent
Financial Sector Conduct Authority (FSCA) licensed
Financial Planning Institute of Southern Africa
South African Institute of Tax Professionals
Fiduciary Institute of Southern Africa
Registered with CIPC
What working with us looks like
Clear about what we do — and what we don't
What's included
A written, plain-language financial plan you actually keep
Independent advice — we're not tied to a single product house
Retirement, investment, tax and estate planning under one roof
Regular reviews so your plan keeps up with your life
Coordination with your accountant and attorney when needed
What we don't do
Commission-chasing product pushes
Get-rich-quick schemes or speculative tips
Hidden fees buried in the fine print
One-size-fits-all portfolios
Pressure to decide before you're ready
Let's talk about what's next
Book a first meeting at our Quigney office, or over the phone. There's no charge and no obligation — just a straight conversation about your money.