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We are a husband and wife team of certified Financial planners and wealth managers engaged predominantly in mobilising and managing funds for Non Governmental sectors.
We have been in business for over 30 years with a wide range of experience.
Investment Discipline
Our approach to investing begins with a perspective both broad and deep. We combine time-tested investment specialization, extensive industry knowledge and active risk management to seek investment opportunities that we believe will be promising over time. We strive to integrate the best thinking and resources as we pursue balanced diversification for individual and institutional investors.
Service Excellence
We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to-one relationships with clients. |
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