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Are you a financial adviser, an individual looking for a financial adviser, or a potential employee candidate?

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Where to find us.

We service independent financial advisers all across the country, leveraging Teams or Zoom and other digital capabilities. We have senior Key Relationship Managers in Durban, Cape Town, and Johannesburg - who connect with advisers face to face and help them in transitioning their practices to a more sustainable future.

Durban: ICON, 5 Bellevue Campus, Kloof, 3640

Cape Town: 4th Floor, Sable Corner, Century City, Cape Town, 7446

Online: We are a fully virtual-enabled business, so if you’re sitting anywhere in South Africa, we can certainly assist you too!