HOW WE DO THINGS

In an increasingly complex and rapidly evolving business landscape, success demands insight from rigorous research, wisdom across diverse contexts, and strategies calibrated to unique circumstances. Particularly, in financial advisory and wealth management where the positive impact on the lives of people is so significant.

Research-driven Insights

We ground our practice in continuous learning from the latest market research, industry studies, and emerging business trends. Such a commitment to evidence-based consulting ensures our recommendations reflect current and applicable realities .

Global Perspective, Local Application

We source data from multiple contexts which allows us to identify proven strategies from diverse settings and adapt them thoughtfully to your specific situation.

Education and Experience

Our Founder and Principal holds a:

  • Bachelor of Science (University of the Witwatersrand,

  • Postgraduate Diploma in Business Administration (Gordon Institute of Business Science of the University of Pretoria)

  • Global Executive MBA from INSEAD in Fontainebleau, France,

and has 10+ years experience in various levels in financial advisory i.e.,

  • Fintech

  • Investment advice

  • Retirement and investment advice

  • Estate planning

  • Long-term insurance (including insuretech)

  • Personal and commercial lines short-term insurance and reinsurance

  • Health insurance

A group of eight diverse people around a wooden conference table working on laptops, tablets, and notebooks. Some are shaking hands, papers and coffee cups are on the table, and the setting is a modern, open workspace.

Customised, Actionable Solutions

‘One-size-fits-all’ is just not for us... or you. Every organisation faces distinct challenges shaped by its industry, culture, competitive environment, and stage of development. So, our bespoke solutions are sound in theory but also immediately actionable.

Growing Organisations and People Together

Sustainable business success is inseparable from the growth of the people who drive it. Our approach deliberately develops your team's capabilities alongside organisational performance. We transfer knowledge, build internal expertise, and strengthen decision-making capacity so your organisation and employees thrive.

Built for Adaptation and Diversification

We equip organisations to anticipate and adapt to future shifts. Whether you're diversifying revenue streams, entering new markets, or reimagining your business model, we help you build the strategic flexibility and operational resilience needed to flourish in an ever-developing world.