About Us
Over the years, Eugene Wait’s businesses have evolved into trusted and reputable brands, known for their expertise, excellence, and client-focused services. Guided by a philosophy of caring for clients’ futures, we help them build meaningful retirements and achieve lifelong peace of mind.
As demand grew, it became natural for our services to expand beyond corporate group structures into the individual space. This transition ensured our expertise remained accessible, simplified portfolio management, and eliminated the need for clients to find new providers after leaving a corporate structure.
Our dedicated team of financial advisors and support staff work collaboratively to deliver friendly, reliable, and efficient financial planning and advice. We offer professional guidance to individuals, companies, and trusts, designing, implementing, managing, and monitoring tailored solutions for every client.
National Service
With our head office in Johannesburg
Independent advisors
Providing impartial financial guidance
Partnered with Old Mutual
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Experts
In financial planning, retirement and wealth management
Effective financial planning is built on a lifelong relationship between clients and advisors, encompassing estate planning, wealth creation, and investment management. To enhance our offering, we’ve partnered with Old Mutual, a leader in the industry.
As independent advisors, we provide unbiased, expert guidance to help clients grow their wealth with tailored solutions. Our focus is on building enduring relationships, taking a personal interest in each client’s financial success.
We achieve this by understanding and addressing their long-term financial needs, enabling them to create meaningful lives. Our mission is to inspire and assist clients in achieving financial freedom through strategic financial planning, retirement planning, and wealth management.
Our strength lies in our extensive experience, insightful analysis of financial markets, and cost-effective implementation of well-considered strategies. As we journey together, we remain committed to adding lasting value to our clients’ lives.
Our operations is based in South Africa, with our headoffice located in Johannesburg
We are glad to be a part of countless success stories by providing the best advice and solutions to our clients.
