Our Expertise

Tim Symons (B.Com Honours) and his associates have over 30 years’ experience in banking, finance, insurance and developing business plans and risk management strategies for clients ranging from private individuals to large companies.

Having our own families and running our own businesses we are acutely aware of the challenges our clients face both personally and professionally to protect their most valuable assets.

We are committed to building resilience against unforeseen circumstances within our client’s homes, families and businesses by ensuring that they always have access to sufficient financial resources to continue living and operating in a manner that they are accustomed to.

Everyone involved in our business has a proven history of building strong relationships with our clients and providing a first class, innovative service no matter how large or small the client. We strongly promote lateral thinking that is both service and solutions orientated to any challenges faced by our clients.