About Us

Sow the seed

Just like trees, your investments take some time to grow. The care and attention you put in to nurture your wealth right now will establish the roots of your future comfort, prosperity, and security.           

Helping you grow your wealth is the result of a long-term wealth strategy combined with an individualised investment plan with regular review and interventions to ensure the optimal route to achieve greater wealth. We believe that this strategy must be holistic and based on meticulous research and attention to every circumstance that could affect your wealth.

Our advisors are all salaried staff

Since our advisors do not depend on commission from sales, it means that they have no incentive to suggest any wealth instrument that does not have a direct positive impact on your continued wealth growth.

We grow our advisors from the inside

All our staff take years to develop into advisors, so you are provided with the security knowing that they understand our processes and your optimal wealth strategies through and through.

 

We take a fully holistic approach

Nobody has just one wealth driver, and we will never suggest a stand-alone product. Instead, we take a holistic approach while maximising the opportunities for continued wealth growth.

Dedicated support is guaranteed

We have a 24-hour communication policy, and act as your partner and coach on your wealth journey to ensure that your best interests are always known, acknowledged, and prioritised.

We are honest and open

While we help aid the growth of your tree of wealth, we keep you informed of your wealth situation and will readily acknowledge any shortcoming and come to a better solution.

The Woodland Way