Our distinction

Clear communication. Highly responsive. Always accessible.

Trust and Communication are the cornerstones of any successful partnership.

As your Portfolio Manager & Investment Advisor, Wilma would work to provide a service based on your unique circumstances, investment goals and objectives, keeping focused with what best suits you as an individual and/or family.

Our commitment and priority are our clients.  You can expect clear communication, highly responsive service, carefully customised portfolios, and individualised advice in alignment with your goals. Our dedication and hands-on approach have led to strong connections with multiple generations of the same families; supported by our principles of accessibility, trust and open dialogue.