Not all of us come from strong family backgrounds
We’re an experienced financial planning and insurance practice that assists medical professionals to make informed and confident financial decisions.
We focus on financially educating and coaching our clients to learn and unlearn good and bad financial habits. We acknowledge and accept the fact that many of us don’t come from strong financial family backgrounds.
A strong emphasis is placed on creating and preserving wealth for our future generations. That’s why we believe financial education in current times gives power to the people.
Meet our Founder, Tom Mchunu
Hi, I’m Tom! I’m a qualified accountant and experienced financial planner with many years of demonstrated experience working in the insurance industry.
Having done my audit articles at SARS, as well as working with insurance industry leaders such as Liberty Group, PSG Konsult and Standard Bank – I gathered great insight into the world of financial advisory and insurance.
When working with me, you’re working with someone who truly understands what it means to succeed despite having a disadvantaged background – which is why I’m so passionate about working with fellow cycle-breakers like you.
How we can help you
Personal Financial Management
Insurance Risk Cover
Business Assurance
Investment Planning
Retirement Planning
Wills & Estate Planning
Tax planning
Short term Insurance
Accounting Services
