YOUR PERSONALISED WEALTH PROPOSAL

Let’s begin by gathering the key information needed to build your complimentary, value-added proposal.

“Our Philosophy: We believe in adding value first. The proposal we build for you is complimentary. If you’re not impressed, you can walk away with no obligation whatsoever.”

This form captures the information required to generate your personalised value-added proposal, to disclose our once-off setup fee should you choose to implement, and to fulfil our statutory disclosure obligations. The digital signature step follows after submission.

Quick Profile

Answer 3 quick questions so we can tailor your proposal.

Step 1
What is the primary financial goal you’re focused on right now?
Step 2
When it comes to investing, which statement best describes you?
Step 3
What is the approximate range of your current investable assets?

Client Information

Please complete all required fields before continuing.

Auto-filled to today (editable if needed).

FICA Uploads

Upload your identity document and proof of address.

Select which document you will upload.
Photo only. No scans / photocopies.
Photo only. No scans / photocopies.
Photo of your passport details page.
Latest original bank statement (excluding Capitec), municipal account, or fibre account. Not older than 3 months.

Source of Funds

Indicate the primary source of your funds and wealth.

Files are stored securely and used only for FICA verification purposes.

Additional Information

A few extra details help us tailor your proposal more accurately.

Approximate annual income before tax (optional).
By continuing, you authorise us to prepare a complimentary, value-added proposal on your behalf. The once-off setup fee is only invoiced if you choose to proceed with implementation and FICA documentation is submitted and verified successfully.

What Happens Next

1
Agreement Generated

We generate your formal agreement using the details captured here.

2
FICA Verification

FICA documents are submitted and verified before invoicing.

3
Proposal & Consultation

A tailored proposal will be generated and presented to you during your first consultation. Once you're happy to proceed, we'll begin implementation and onboarding.