FAQs
How much experience do we have to offer our clients ?
We have been in the financial services industry since 1994.
Do we have the right qualifications to address your financial needs?
Yes! We have completed the regulatory examinations set by the FSCA.
Are we upskilling ourselves for the benefit of our clients?
Yes!
ASISA IFA Practice Management Programme 2017-2024
Damelin Certificate in Financial Planning (NQF4) 2008
Inseta Certificate in Short term Insurance (NQF 5) 2023
FSCA Compulsory Representative Exam
FSCA Compulsory Key Individual Exam
Diploma in Business Management (NQF 4 ) 2003
University of Cape Town Graduate School of Business Middle Management Programme 2019
University of Western Cape Centre for Entrepreneurship and Digital Technology 2023
Is our advice and business compliant with the FSCA requirements?
Our compliance is done through Holistic Compliance Solutions and we are an accountable institution as per the Financial Intelligence Centre.We strive for 100% compliance in all aspects of our business.
Do we cover all aspects of financial planning?
Yes.We cover a broad spectrum of financial advice for both retail and personal clients.
In the event our demise or incapactitation , do we have a Sucession Plan?
Yes, we have a Documented Succession Plan in place and have chosen a Certified Qualified Financial Adviser Successor to take care of all our clients interest operationally in the event of the Key Individual dying, being incapacitated or retiring. This information is stored with our compliance officer and updated annually.
