About Us
Intermediary Service Provider
Intermediary Service Provider
Intermediary Service Provider
We connect you with the best financial products from industry leaders in insurance, risk and investments. With our advanced tools, we have the power to conduct thorough, independent comparative analysis, ensuring you receive truly unbiased advice tailored to your needs.
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Financial Planning
Intermediary Service Provider
Intermediary Service Provider
From financial needs analysis and budgeting to financial education, succession planning, and business continuity planning, we offer a full spectrum of services. Whether you're looking for short-term or long-term insurance and investment strategies, we have you covered with personalised solutions that work for your unique goals.
Wills & Estates
Intermediary Service Provider
Wills & Estates
We take the heavy lifting out of planning for the future with our services in drafting Wills, Testamentary Trusts, Living Wills, and estate administration. Because, let’s face it, the only thing you should be leaving behind is a legacy — not a mountain of paperwork!
Our Team
Meet Our Founder & Director: Benjamin Edward Low
At the helm of our company is Ben Low, an Independent Financial Advisor with nearly a decade of experience in the financial services industry. As the founder and director, Benjamin is passionate about empowering individuals through financial education and strategic planning. His approach is deeply client-centric, ensuring that every solution is tailored to meet both short-term needs and long-term aspirations.
Having faced personal loss at a young age, Benjamin developed a keen expertise in risk mitigation and has since become a trusted strategist in protecting his clients' financial futures. No goal is too big or too small — Benjamin's philosophy is that every financial journey deserves the utmost care and attention.
Under his leadership, we offer a range of bespoke services, including personalised insurance and investment solutions, backed by partnerships with South Africa’s most trusted providers. With extensive exposure to the offerings of South Africa’s leading providers of risk and investment products, we are well-positioned to deliver independent, thorough analysis and craft the most effective financial strategies.
Benjamin's mission is simple: to provide each client with clarity, confidence, and a tailored plan that aligns with their unique needs and goals.
Our Team
Meet Trudie Helena Low:
Say hello to our dynamic Wills and Estate Consultant, as well as Financial Planner (under supervision). With a strong legal background and a passion for helping clients secure their financial futures, Trudie brings a fresh, thoughtful approach to everything she does.
Before joining the financial world, Trudie spent 4 years honing her legal skills at a boutique law firm. She has a B.Com Law & Business Management degree as well as an LLB at the University of the Witwatersrand.
Trudie’s role goes beyond just the numbers – she’s here to make your client onboarding experience smooth, seamless, and stress-free. She’s particularly passionate about business continuity and succession planning, ensuring that your legacy is in good hands.
With Trudie on your side, you can trust that every detail is covered, leaving you with peace of mind for what lies ahead.