Connect with Our Financial Experts
Get personalized guidance from specialists who understand your unique financial journey. Our team of experts is ready to help you navigate the complexities of personal finance and investment planning.
Our Specialist Teams
Personal Finance Advisory
Led by Sarah Mitchell, CFA
Budget planning, debt management, savings strategies, and financial goal setting. Sarah brings 12 years of experience helping individuals build strong financial foundations.
Direct line: +27184626241 ext. 101
Investment Planning
Led by Marcus Thompson, CFP
Portfolio construction, risk assessment, retirement planning, and market analysis. Marcus specializes in creating tailored investment strategies for South African investors.
Direct line: +27184626241 ext. 102
Business Financial Services
Led by Jennifer Adams, CA(SA)
Cash flow management, business funding solutions, tax planning, and growth strategies. Jennifer helps entrepreneurs and business owners optimize their financial operations.
Direct line: +27184626241 ext. 103
Educational Programs
Led by David Chen, MCom
Financial literacy courses, investment workshops, and one-on-one mentoring. David designs educational programs that make complex financial concepts accessible to everyone.
Direct line: +27184626241 ext. 104
Visit Our Office
8-6 Eloff Street, Boksburg, 1459, South Africa
Located in the heart of Boksburg's financial district, easily accessible by public transport
Office hours: Monday-Friday 8:00 AM - 5:00 PM, Saturday 9:00 AM - 1:00 PM
Get Expert Guidance
Smart Routing System
Your inquiry will be automatically routed to the most appropriate specialist based on your selected interest area and experience level. You'll receive a response within 24 hours on business days, along with relevant resources to help you get started.