Meet Our Expert Team
Dedicated financial professionals committed to guiding your long-term investment journey with expertise, integrity, and personalized attention to your unique financial goals.
Our Investment Philosophy
We believe successful long-term investing isn't about chasing market trends or quick wins. It's about understanding your unique financial situation, building diversified portfolios, and staying disciplined through market cycles.
Each team member brings decades of experience in South African and international markets, combining academic knowledge with real-world insights gained through various economic conditions.
Our approach focuses on evidence-based strategies, thorough research, and maintaining strong client relationships built on trust and transparency. We're not just advisors – we're your partners in building lasting wealth.
Leadership & Expertise
Our senior team combines extensive market experience with deep understanding of South African investment landscapes and international opportunities.
Michael Richardson
Senior Investment Strategist
With 18 years in financial planning, Michael specializes in retirement planning and tax-efficient investment strategies. He holds a CFA designation and has helped over 300 South African families achieve their long-term financial goals through disciplined portfolio management.
Retirement Planning
Sarah Mthembu
Lead Portfolio Manager
Sarah brings 15 years of institutional investment experience, previously managing R2.8 billion in assets for major pension funds. Her expertise in asset allocation and risk management helps clients navigate volatile markets while maintaining steady growth trajectories.
Asset Allocation