Solidus provides us with protection solutions that enable us to better help you preserve and protect your assets. Their experience in helping families with estate planning and the setting up of trusts, means we can bring certainty to your wealth transfer plans.

threesixty ensures we provide our services compliantly. Having threesixty on board allows us to practice confidently, knowing we are not only keeping pace with changes to regulatory requirements but that we are staying ahead of the curve.

Cashcalc’s integrated suite of online financial planning tools allow us to develop your financial plan. Their software helps us to map out your financial future, while testing different scenarios.