We are an independent financial services company established in 1993 by Richard (Ricky) Williams, a CERTIFIED FINANCIAL PLANNER®, who is the recipient of multiple awards and accolades from within the financial services industry and has appeared on various TV shows as a guest speaker.
As a client-focussed entity, we strive to serve our clients, both individuals and corporates, with responsibility and integrity through the strict adoption of ethical processes. It is because of this philosophy that we have forged deep and trusted relationships - often spanning decades – with our clients.
We adhere to responsible, solutions-based investing and wealth management practices always keeping the client’s needs and objectives firmly in our sights.
We are an authorised Financial Services Provider registered with the Financial Sector Conduct Authority (FSCA). We are also Masthead Compliance members who strive to consistently maintain a high level of compliance within our organisation in order to satisfy our clients that they are dealing with professionals who have their best interests at heart. We are also members of the Financial Planning Institute (FPI) of South Africa.