is licensed by the South African Financial Services Board to advise and assist clients who live abroad but still have retirement annuities, preservation funds, policies, PPS benefits or investments that require professional management in South Africa.

Having dealt with thousands of expat-clients we’ve found there’s a need for a dedicated professional service to manage and timeously tend to their South African based investments.

It is difficult for expats to efficiently manage their South African investments, and deal with banks, investment and insurance companies when living in a different time zone, more than 10,000 km away!

The solution: to satisfy this growing international demand we closed the loop in our client service offering with Financial Planning. Under supervision of Ryno Viljoen, Financial Planning now comprises 5 qualified professionals with relevant experience in all aspects of financial planning.

This development takes us beyond clients’ emigration needs and kindles our long-term relationship philosophy: once a South African, always a South African.

The good news? You don’t have to memorise or put our FSP number in your phone book. All you have to do is mail us on and one of our qualified planners will get back to you quickly…

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