Today.
Connecting you to the best investment solutions, without compromise.
Focused Risk-Profiled Solutions.
Income
Low propensity for capital loss
Prefer stable investment returns with less focus on capital growth
90% defensive assets
10% growth assets
Investment horizon 1-3 years
Cautious
Prepared to accept some capital risk & volatility in the overall portfolio
70% defensive assets
30% growth assets
Investment horizon 3-5 years
Balanced
Prepared to accept moderate capital risk & volatility in the overall portfolio
40% defensive assets
60% growth assets
Investment horizon 5+ years
Growth
Prepared to accept higher levels of variability and volatility in investments returns in the overall portfolio
10% defensive assets
90% growth assets
Investment horizon 7+ years
Structured Investment Solutions for the forward thinker.
Our People.
Anthony Palmer, CA (SA)
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Robert Enslin, B.Com (Honours)
CFA
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Luis Levy, B.Com
CFA
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