Our services
Let us provide you with a comprehensive plan to address your financial well-being before, during and after retirement.
Benefit from our vast experience in investment markets. Let us structure your investments to minimise tax while providing targeted returns at acceptable risk.
Protect your savings against the devaluation of the rand and access global investment opportunities.
Let us assist in protecting and preserving your assets from one generation to the next through your will, trusts, buy and sell agreements and offshore structures.
Client testimonials
Integrity in action
“Barend demonstrated integrity in advising me to dispose of investments to settle expensive debt. My finances is more important to Barend than the fee income he could have earned from the disposed investment. My previous advisor never suggested this as an option. I can recommend Barend without reservation.”
- Aletta DW
Good service
“The level of service we receive from Barend is great. We often contact him with financial questions. He responds promptly with a well-considered, detailed answer.”
- Jacobus V
Trustworthy
“Barend is a trustworthy person. I have known him for decades. I know I can rely on him to get the best financial outcome for me .”
- Joey V
Great results
“Barend found a way for me to save a substantial amount of tax annually. My previous adviser of decades missed this opportunity.”
- Pieter H
No sales pressure
“My previous adviser often tried to sell me a new product or investment. Barend's focus is on the long term health of my finances, not on generating commission.”
- Johan VZ
Valuable advice
“Barend's advice proved valuable in helping me structure my offshore investments. His input clarified my thinking on whether to sell a rental property and invest the proceeds in the market.”
- Debbie N
Peace of mind
“Barend helps me to think through all the considerations when making important financial decisions. His experience and insight provides me with peace of mind.”
- Benita H