Our Story

Alec Levin and his team can assist you anywhere in the country – planning your future and managing your risk. We strive to offer our clients the best financial advice possible, through dedication, hard work, integrity and commitment.

We are registered with the Financial Sector Conduct Authority (FSCA), Masthead a national supplier of risk management & compliance services, the Council of Medical Schemes and also a member of the Financial Planning Institute of South Africa.

Why Use Us




Our intent is to be a recognised institution known for changing people’s lives by building wealth for generations to come.



We act with intent in order to provide trustworthy independent financial advice tailored for individuals and with the purpose of building lasting wealth. We are accountable to ourselves, our clients, the financial services sector and statutory regulations that determine our actions.

Our Values



We take care of the current and future financial stability of our clients by protecting their assets as if our own.


We work with money; therefore being upfront about our intentions is not negotiable. The client has to trust our actions implicitly.


Respect is similarly a long-term investment. The results will only become clear long after the initial values were invested.


Courage is more than being able to take calculated risks; it is also the ability to know when to walk away.