Strategic alliances are in place to provide those services not in our focus area but required by our clients. Such current alliances are with professionals like specialist estate planning attorneys, accountants, etc.
We hold membership of the Financial Planning Institute (FPI) and the Certified Financial Planner (CFP®) professional designation, in high regard. We believe in the continuous knowledge and skills development of all staff and the embracing of technology for the ultimate benefit our clients.
Please take note of the following (16 September 2022):
ZBA – Equity Trust merger
ZBA – Equity Trust Samesmelting