We are a boutique family-owned independent advisory firm. The cornerstone of our business is respect and understanding, whilst the foundation has been built upon trust. This approach has enabled us to have over 25 years’ experience in the Financial Services Industry. Our approach to financial planning is focused on you and your family.
We understand that trust is built over time. We care about who you are and about your goals and aspirations.
Our passion for providing advice to our clients for a secure future is the driving force behind our business. We offer our clients holistic financial planning. Our services include investments, pre and post retirement planning, medical aid, life insurance and estate planning.
We aim to provide financial guidance that will best help you achieve the lifestyle and financial goals that are important to you.
Allow us to help you and your family navigate your way through life and assist you in achieving your financial goals.
"Our job is to help you integrate your financial plan
into your life plan to create balance."
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REVIEW AND ENHANCE
Independent Investment Specialist
Always in the know
Empowering you to create
the choices you need to make.
hear it from our clients
Wayne has been our financial advisor for more than 12 years . In these years Wayne has never failed to set up our annual review sessions, he has always had our best interests at heart and has become someone our family can not only trust with our investments but can go to for financial advice in many areas of our lives, not just investments.
As a result of Wayne’s ongoing commitment to make sure our money is wisely invested, we feel confident in the fact that we have provided sufficiently for retirement and our children have funds secured for at least 4 year University studies.
Wayne and Lesley have been an exceptional team and are always ready for solving any query, no matter how small or how big, nothing is ever too much for them. We have really been blessed with them as a team to take care of our financial investments.
I will recommend Wayne without hesitation to anyone looking for a real trusted advisor.
Wayne has been our family’s financial adviser for the last 12+ years. Wayne’s advice is always easy to understand, practical, friendly, and professional.
Wayne has provided consistent and excellent service, advice and management of our financial, local and off shore investments. He has provided individual and collective consultation and advice on all our medium and long term financial planning, retirement and estate planning (wills, assets and beneficiaries).
He always provides objective investment and market reward versus gain advice on all our investments. He is always available to objectively consult on our existing and any future investment needs, and proactively advises on portfolio diversification and investment duration and provides review in terms of any of our lifestyle or estate change requirements.
Wayne proactively and practically addresses and pre-empts concerns relating to market risks and provides risk and reward reviews and always provides and coordinates regular third-party portfolio review of our investments.
We highly recommend his advice, recommendations and consultation
Franco & Marissa Berluti
Wayne Rogers has been my financial adviser since 2002. He has guided me safely and compassionately through securing my children’s education and the loss of my husband. He was literally invaluable to me in navigating the mountain of paperwork and bewildering requests from financial institutions at a time when I was reeling and unable to think clearly. The first insurance policy was paid out within days because of his attentiveness.
Wayne looks at my specific needs and aspirations and helps me to plan accordingly. I never feel pushed to make a decision. Any requests from my side are handled promptly and professionally. My children are now young adults, and they are also working with him to secure their financial wellbeing.
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