Product Offerings


Discretionary portfolio
Thanks to many years of experience and a good understanding of the market, our highly skilled Portfolio Managers are primed to help you decide which offering or product will be best for you and your investment goals.

As certified Investment Managers, we buy and sell assets based on our discretion and in the best interest of the client – every time.

Non-discretionary portfolio
Our non-discretionary management service provides clients with access to our experienced investment team who will consider portfolio and investment issues while ensuring that clients maintain final decision making on their portfolio investments. This service works well for clients who have the resources and expertise to contribute to portfolio performance alongside our experienced investment team.

Online Share Trading
Share Investing
CFD’s on Currency Pairs, Indices, Cryptocurrencies and Equities (JSE listed, FTSE listed, and S&P listed)

Risk Warning: CFDs are complex instruments and leveraged products and can result in losses that exceed initial deposits. Please ensure you fully understand the risks and take care to manage your exposure and seek independent advice if necessary.

Investment Academy

  • Trading and Investments
  • Different Forms of Derivatives
  • CFD Trading Guidelines
  • Futures Trading Guide
  • Fundamental Analysis
  • Equity Valuation Models
  • Introduction to Forex Trading
  • Technical Analysis

Global Management Services

Short-term insurance

  • Personal Insurance
  • Commercial Insurance

Long-term insurance

  • Life Insurance
  • Disability cover
  • Critical illness
  • Income protection
  • Funeral Cover


  • Retirement annuities
  • Endowments
  • Offshore investments
  • Lump sum investments
  • Pension/Provident fund
  • Unit Trust Investments

Health Insurance

  • Medical Aid
  • Gap Cover

Student Loans