The people behind your financial peace of mind
We help families manage their finances faster, more affordably, and more accurately.
Our Team
Meet the people who walk with you through every life milestone and financial decision.
Marco Bauer, CA(SA)
Chairman
Ross Reuvers, MBA
Senior Advisor
Amanda Swanepoel
Head of Administration
Luca Bersella, CA(SA)
CEO
Our Approach
We deliver our service through human advisors who lead every client relationship. We simply use cutting-edge technology to serve you better.
Your advisor leads the relationship
You work directly with a dedicated financial advisor who gets to know you, your family, and your goals. They're your main point of contact for everything—strategy, questions, and decisions.
Technology handles the heavy lifting
Behind the scenes, we use advanced tools to analyse your portfolio faster, model thousands of scenarios, and keep everything compliant. This means your advisor can focus on you, not paperwork.
You get the best of both worlds
The personal attention and accountability of a human advisor, combined with the speed and accuracy of modern technology. Better advice, delivered faster, at a lower cost.
Proudly South African.
Globally connected.
Our Values
Personal relationships that last forever
We prioritise deeply personal relationships with our clients. Your life is unique, and we're with you for the long haul.
True independence
No bank or corporation owns us. We provide world-class financial advice without needless investment products or hidden agendas.
Plain English without jargon
We explain things clearly and transparently. Your wealth is too important for confusing financial terminology and opaque reporting.
Freedom to leave
You can leave anytime, and we'll help you do it properly. Trust is earned every day, not locked in by contracts.
This isn't just how we do business. It's why families trust us with their futures.