We look at the whole picture in order to provide structuring solutions for our clients.

We specialise in the structuring of personal estates and business structures by connecting the accountant, financial advisor, and personal estate planning.

This will allow you to make more informed decisions and optimise growth while minimising risk and estate duties.

Our team of experienced professionals will not only assist with implementing your structure, but they will guide you in terms of building a bespoke investment portfolio, doing risk planning for your business, and planning for retirement.

We are part of the Aggregate Group

We review our clients’ risk planning and estate planning on an ongoing basis.

This is to create a clear vision of the whole picture looking forward and to protect the legacy that they will leave behind.

We are based in Johannesburg.

Our office is located at:

44 Wilson Street, Fairland, Randburg, Johannesburg

We do not charge initial consultation fees and will provide you with a quote before commencement of any work.

Please fill in our meeting request form and we will contact you in order to schedule a meeting.