About us
The financial world is yours
Financial Integrity
Performance and strategy were the key words during the development of our financial solutions. No compromises were made to ensure your financial success despite market challenges.
Take advantage of a free consultation to explore our financial services.
A sustainable financial future
Smart Investing
We offer a range of financial services including investment management, retirement planning, and tax advisory. Our goal is to empower clients with the knowledge and tools they need to achieve their financial aspirations.
Start with the client – find out what they need and provide it to them.
All our financial services
Meet our team
Dedicated professionals driving our success
Tony Fred
Chief Executive Officer
Founder and chief visionary, Tony is the driving force behind the company. He loves to stay engaged by participating in the development of financial products, marketing, and client experience strategies.
Mich Stark
Chief Commercial Officer
Mich loves taking on challenges. With his multi-year experience as Commercial Director in the financial sector, Mich has helped the company to get where it is today. Mich is among the best minds in finance.
Aline Turner
Chief Technical Officer
Aline is one of the iconic people in finance who can say she loves what she does. She mentors 100+ financial advisors and looks after the community of thousands of investors.
Iris Joe
Chief Financial Officer
Iris, with her international experience, helps us easily understand market trends and improve our strategies. She is determined to drive success and delivers her professional acumen to elevate our clients' financial journeys.