Bespoke private wealth management
Meet the Team.
We are excited to introduce you to the amazing team who work behind the scenes to ensure that all of your Portfolio needs are met.
Executive Financial Adviser
Grant Rawson
After completing his education at Hilton College in the KZN Midlands, Grant went on to complete his Post-Graduate studies with a Bachelor of Business Science Degree, and Honours in Economics.
With over 11 years of experience in the financial services industry, his hard work and commitment to his client’s well-being have resulted in numerous awards and recognition over the years. Consistently ranking as one of the top-ranked financial advisers in Momentum, he recently finished in the top position in recent years.
Grant is humble about these achievements, however, and rather indicates that he has been fortunate to work with many inspirational and significant people and organisations over the years and that making a positive impact is the greatest part of our work.
He is passionate about Wealth Management and Financial Advice and treats each engagement as a privilege and an opportunity to make a positive difference. He is passionate about producing professional client outcomes and results for his clients.
Specialising in Private Wealth Management, with both Offshore and Local expertise, building resilient portfolios and Estate Plans are key focal areas of our operation.
Professionalism, Excellence, Integrity, Discipline and Perseverance are cornerstones of our values.
MEET OUR
Professional Team
We have an exceptional Administration Team. In order to ensure constantly improving service offerings, we have partnered with an administration team called Approach Admin. This provides us with the breadth and depth which we need to deliver great service outcomes.
Let Us Help you
Securing Your Financial Future
Whether you are planning for retirement, seeking wealth management services, or need guidance on investments, our team is committed to helping you navigate the complexities of the financial landscape with ease. From personalised investment strategies to practical financial solutions, we will work closely with you to develop a plan that is tailored to your unique needs and preferences.
