About Us
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We are interested in long term client relationships, where we can be of service to your 'whole' financial needs in different life stages.
We offer financial coaching and working with you for your 'on going' development.
We are not affiliated with any Bank or Life company and intend to remain unbiased.
We use multiple Research Houses to capture a wide view of both economics and the markets.
We use Tactical Asset Allocation on top of Long term Strategic Asset Allocation, which means we actively manage portfolios with a view to economics and the markets, specifically in line with client comfort levels with Risk.
We have a technical background in Income Tax Assessment Act, Social Security Act, SIS Act and the Department of Ageing and Health.
Zina Russo