"If something is important enough, even if the odds are against you, you should still do it."
- Elon Musk -
Life is complicated; your finances don't have to be. I provide sophisticated financial solutions, made simple.
Whether you are looking to ring-fence your assets or retire early I can help you turn reactive financial decision making into pro-active financial planning.
Integrity and honesty are fundamental aspects of the business, which has a lot to do with the process of building client relationships. I am confident in discussing any aspect of financial planning and I put the best interests of my clients first and foremost.
My team and I are striving to build a company that is synonymous with service and excellence. Our staff culture is like a family. We’re proud of what we do and proud of our team that allows us to do it so well. We offer a wide spectrum of financial solutions to meet the needs of each individual client and business.
I look forward to hearing from you!
"My general attitude to life is to enjoy every minute of every day. I never do anything with a feeling of, 'Oh God, I've got to do this today."
– Richard Branson -
Plan For Your Child's Education
We all want the best for our children and the best way to do that is to provide them with a good education.
On average, university graduates with a bachelor’s degree earn around 60% more per year than someone with only a matric certificate. Clearly, one of the best investments you can make for your children is an investment in their educational future.
You may think you'll be able to put away enough cash in a savings account or will simply take out a bank loan when the time comes but you might want to reconsider that position. An ordinary, non-specialised bachelor's degree currently costs around R30 000 per annum.
The bad news is that tertiary education costs will continue to rise. And remember, there are going to be many other school and education costs you'll have to meet along the way (residence fees, travelling expenses, car and insurance repayments, food, clothing, pocket money, etc.) A three year university degree right now could easily end up costing you R150 000 or more.
But don’t despair! Even without time on your side — if your children are teenagers, for example — a sound investment strategy, coupled with knowledge of other university financing options can put your children on the road to a valuable university degree.
Wills & Trusts
Need help setting up control and management of assets and property?
A business trust is a legal vehicle to do business in,
set up mainly to protect personal assets against the risk of a business failing.
I will impart all of the regulations, protections and liabilities associated with a business trust.
Interested in a business trust?
Have you planned for your family's future?
Trusts and Wills are both useful estate planning devices.
A will ensures that your inheritance is distributed according to your wishes.
A trust safeguards the needs of dependants who can’t necessarily take care of themselves.
Is your legacy in good hands?
Debbie and I would like to thank you for all the professional advice and the excellent service you have afforded us.
You have guided us from the start of our retirement plan when you advised us where to invest, up to the present where we are now ready to put in place the final phase of the plan.
It’s going to be an exciting time in our lives and I just want to tell you how much we sincerely appreciate your involvement in the future of our lives.
- Tony and Debbie van Rensburg
It is really refreshing to work with Mark and his associates, who are truly interested in our needs, circumstances and preferences.
We were very impressed with the personalised service given to us. Mark always explains everything thoroughly and we never feel uncomfortable asking questions or expressing opinions.
His professional and caring demeanour elicits our trust and respect and we gladly recommend his services.
- Carlton Caesar
We have been dealing with Mark Weston since 2010, with regards to advice on investment, retirement annuity, endowments, insurance (long and short term) and trust.
This relationship and his advice led us to open a family trust in which we hold many investment and insurance policies.
We look forward to having many more years of dealings with Mark, due to his wealth of knowledge, expertise, experience and good sound advice.
- Shane & Karen Crawcour
"If today were the last day of your life, would you want to do what you are about to do today?."
- Steve Jobs -