Bringing over 125 years of combined experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long-term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.



The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you
  • Mrs McKay has been my financial adviser since 1994 and I always have been satisfied with her services. Over the years, I have benefited from her kindness, generosity, and expertise. She is very professional, very reliable and very patient.

    – Marie-France Richards
  • Sharon is a consummate professional! It's been a pleasure having her as my financial guide and mentor for over 15 years. Sharon has always taken the time to understand my current and future needs and has helped me make intelligent choices along the way.

    – Gita Badiyan