What We Do
We tailor our services to meet the distinct needs and objectives of each client, avoiding a one-size-fits-all approach. Our solutions are carefully crafted to align with a clients’ risk appetite, liquidity considerations, offshore requirements, retirement plans and tax considerations. Our diverse range of offerings is designed to assist clients in realising their self-defined financial objectives. These offerings are heavily scrutinized and a thorough due diligence process is undertaken before sharing an opportunity with a client. The opportunities we have available at present include:
The Problem
94% of South Africans cannot retire comfortably. The average return of an SA fund over the past 5 years has been 6% per annum (2022 MorningStar Report). With inflation at 5.5%, and the rand depreciating to the dollar at 7.5% per annum, the typical 60:40 split of stocks and bonds is no longer sufficient to reach long-term financial goals.
The Solution
Private investment opportunities are insulated from broader economic fluctuations and consistently deliver double-digit returns. Our funds are strategically deployed to meet specific objectives, providing clients with clear visibility into the underlying assets. We offer customized portfolios that are meticulously designed to align with each client’s unique risk appetite, financial goals, liquidity needs, and tax considerations.
