Who We Are
We are an Independent, Multi-disciplinary practice, delivering comprehensive Financial Planning Services. We help clients create, manage, protect and transition Wealth. We offer one-stop tailor-made professional services to individuals and business.The Founder and CEO Chriswell Baloyi have a vast experience in the financial services industry. He holds a BComm. degree and a Post Graduate Diploma in Financial Planning and upholds the highest professional standards. Chriswell is also a Certified Ex-Officio and General Tax Practitioner (SA). Chriswell also holds a Masters degree in Business Entrepreneurship.
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We invest in our staff’s constant training and therefore trust that each of them are properly equipped with the relevant knowledge to help you make a well informed decision regarding your financial status.
Our team have 15years of experience in financial service and receive continuous training to ensure we understand this complex and changing industry at all times.
Our success is your success – we view you as a part of our team in order to achieve your desired results.
We are fully licensed under FSCA (formerly FSB) and CMS Regulations. Our Principal holds a B.Com degree and a Post Graduate Diploma in Financial Planning, the highest academic qualification is in Financial planning. We are also qualified and registered Business Accountants, and member of SAIBA in good standing.
We have experts concentrating in individual fields ensuring you the highest quality of advice.
We take a team approach when providing service to our clients. Everyone at our business is focused on your success.
As a team we create a positive sub-culture where our internal relationships ensure happy and friendly staff. This means that your interaction with us will be something to remember! We want every experience with us to be a pleasure.
We will cover all aspect related to your specific circumstances.Professional We provide advice that are compliant with all industry related legislation and are protected in the unlikely event of mistakes. We will ensure that you are treated with respect. Our commitments to you will be honoured at all times. Whenever we cannot assist you we shall refer you to relevant specialists. You shall be ensured of confidentiality on the information that you share with us. All information furnished by you will be treated as confidential and will be used only for the purpose of providing financial advice and the rendering of advisory services.
As trusted advisors we ensure that we meet with you on regular bases. This ensures that all portfolios are revised regularly. This means that you as a client will have peace of mind at all times, knowing your solution will be up to date and relevant to your specific needs.