WHO WE ARE
Before you invest your money through us, you do need to get to know what drives us.
OUR RELATIONSHIP WITH YOU, OUR CLIENT
Over the years, we have expanded in breadth and clientele, one relationship at a time. We have never succumbed to the trend of mass marketing. We are committed to the idea that each and every client is the company’s most valued asset. Because of this, whoever you are, we take the time to get to know you; to understand what makes you tick.
Obviously, this means developing a personal understanding and establishing an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. You can expect an exceptional level of experience, continuity in service and true dedication from the people with whom you work. Freed from financial distractions, you can devote more time to what you really enjoy doing.
OUR BENEFITS TO YOU
We are very well acquainted with the needs of the private investor
We are strong believers in a service culture
Our brokerage rates are highly competitive
We are not a bank - we are a specialist stockbroking unit
Our advisors are available to answer all your calls promptly & professionally - no phone menus
We focus on ordinary shares - we won't encourage you to trade/invest in higher risk derivatives or foreign markets
We value the time-honoured ethics of the professional stockbroker – we seek at all times to offer a
reputable, reliable, value for money service to our clients.
In addition to the traditional phone-based advisory service, we offer:
Highly reliable and time-efficient order placement
A Statement of Account - including cash balances and portfolios
Participation in IPOs and other fundraising activities at a discount