Contact Us
Reach out to our team of investment consultants for personalized guidance and support.
Get in Touch
We're here to answer your questions and provide the investment guidance you need. Reach out through any of the following channels or visit our office in Stellenbosch.
Office Location
8 Helderberg St, Stellenbosch Central
Stellenbosch, 7600
South Africa
Phone
+27 21 883 9256
Business Hours
Monday - Friday: 8:30 AM - 5:00 PM
Saturday: 9:00 AM - 1:00 PM
Sunday: Closed
Send Us a Message
Fill out the form below and one of our consultants will get back to you within 24 hours.
Our Location
Frequently Asked Questions
What information should I prepare before our first consultation?
To make the most of our initial consultation, we recommend preparing the following information: a summary of your current investments and financial assets, your financial goals and timeframe, any existing retirement or investment plans, your risk tolerance, and specific questions or concerns you'd like to address. This information helps us provide more targeted guidance during our first meeting.
How long does it typically take to receive a response after contacting you?
We strive to respond to all inquiries within 24 business hours. For urgent matters, we recommend calling our office directly at +27 21 883 9256 during business hours for immediate assistance.
Do you offer virtual consultations for clients who cannot visit your office?
Yes, we offer comprehensive virtual consultations via video conferencing for clients who cannot visit our Stellenbosch office. Our virtual meetings maintain the same quality and personalized approach as in-person consultations, allowing us to serve clients throughout South Africa and internationally.
Is there a fee for the initial consultation?
We offer a complimentary 30-minute initial consultation to discuss your financial goals and determine how our services can best meet your needs. This allows us to understand your situation and for you to learn more about our approach before making any commitments.