about us.

Our
Vision.

Our vision as a firm focuses on having a meaningfully impact on the financial well-being of our clients and their families through innovative wealth management. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives.

We aim to be a leading independent financial services group in Mauritius and selected regions abroad.

Our
Mission.

Our mission as a firm is a commitment to excellence in wealth management based on honesty and integrity delivered through trusted long-term partnerships with clients.

We strive to make a difference in the lives of all our stakeholders by creating and preserving wealth through excellence.

Our
Team.

Johann Grandia, CFP®
Managing Director

Johann started his career in the South African financial services industry in 2005 at Allan Gray, Africa’s largest privately-owned investment management company. Since 2015 Johann has provided financial planning, risk insurance and investment advice services to clients as a certified financial planner (CFP®).

Johann holds a BCom and BCom (Hons) in financial Analysis from the University of Stellenbosch and a MCom in Financial Management from the University of Pretoria.

 

Richard Potgieter
Chairman

Based in Mauritius on a permanent basis, Richard is a proven entrepreneur experienced in various industries and markets, operates in the ICT sector engaged in consulting, Research & Development of compliance-related technologies.

 

Core
Principles.

Client focussed

We always put our client’s interest first and undertake to advise clients at all times with the highest level of integrity, professional knowledge and due care and diligence. We believe that trust and confidence is earned through delivering excellent client service, and superb platforms and systems

Long-term perspective
As a firm we value and insist upon long-term relationships with clients who we believe share our conviction in our investment approach. We take a long-term view on investment and business decisions.

Creativity and innovation are at the centre of our business model. Looking into and understanding the future helps us to offer an uncluttered range of products and services we believe can add value and will be enduring.

Independence
We pride being an independent business, we are not affiliated to any financial product or company. This ensures that our client’s wealth is managed in their best interest and we can remain at the cutting edge of financial planning best practice.
Integrity
Our firm was built through the trust of our clients and trust in each other. Integrity and good standing is all we have to ensure the long-term success of our business and therefore believe that trust is earned and we value honesty and integrity above all. We practise integrity, prudence and delivery in every aspect of our business.
Innovation
As a firm we follow the old adage that wealth management should be as simple as possible or as complex as necessary.

The world is constantly changing and filled with new challenges. We embrace change and we plan for the future. We are continuously seeking innovative technologies to incorporate into the business to ensure we exceed our clients chaning expectations.

We are a team
As a firm we believe that providing excellent client service and building a long-term sustainable business is a team effort. In running our firm, we believe in clear lines of responsibility and the ownership of decisions. We value the diversity of our team but believe that the best decisions are made by individuals and not teams and we accept responsibility for the consequences of our actions.