Why we are a smart fit
Making financial decisions necessary to achieve your goals takes knowledge and commitment. We look at each client as an individual with personal as well as financial goals. Therefore, we have the best reasons as to why you should make us your financial partners.
The market is characterized by high-interest rates and tough lending regulations making it difficult to access funding this is largely attributed to the perceived risks associated with SMEs. Banks opt out of providing these services to SMEs or demand huge collateral. We see the need to provide readily accessible credit for these small businesses to thrive and reach their potential by changing lives by holding their hand every step of the way.
We work as a team for you, providing personal attention every step of the way. all clients receive the same innovative advice and hands-on, courteous service. Each of our certified financial planners specializes in a different area and works on your behalf in a coordinated manner ensuring a holistic approach and a continuously high level of service
We are not owned by a bank, a brokerage firm, or an insurance company. We are completely independent. We tap into some of the largest financial services companies in the world to offer you a broad base of investments.
We offer so much more than just advice. We give you a plan and the tools to build your financial success. From investment management to tax, estate, education, and retirement planning, we provide expert guidance and up-to-date solutions. The options and the knowledge we provide the help you make informed decisions about your future
Our Journey
The company was founded in March 2022 as a private SME funding company to be a publicly listed company by the year 2025. The company was born out of a need to help SMEs access credit facilities who are currently disadvantaged due to stringent lending policies and terms