Global Opportunities Beyond the Radar

Your Wealth Plan

Your roadmap to freedom starts with successful investing

You have just sold your business…

You have just sold your rental property…

You have just received an inheritance… 

You have substantial savings…

Where do you go from here?



We can help you expand your options today

Diversifying Your Wealth Base and Navigating Global Markets

Financial Independence and Retirement Planning

Wholesale Managed Accounts

Wholesale Investment Consultancy

Trusts, Structuring, and Taxation Concerns


If you really want to change your life, here’s the million-dollar question.

Do you want to be like Ronald? Or do you want to be like Richard?

Here’s why it matters:

So, what’s the difference between the two men?

Well, one had a financial plan. One didn’t.

Be like Ronald. Don’t be like Richard.

[ Book Your FREE Consult Today ]


‘Can you help me with strategy to secure my financial future?’

Yes, we can. We have experience working with Eligible and Wholesale Investors.

Our clients come from all walks of life — from farmers to small business owners to property investors. We understand their dreams, their goals, their fears. And we have helped them build a roadmap so they can achieve financial freedom.

If you qualify as an Eligible or Wholesale Client, we can provide you with one-on-one, step-by-step guidance, helping you secure your financial future as well.

It’s about growing wealth. Protecting wealth. Gaining passive income.


‘I’m concerned about the way the economy is going. Can you help?’

Yes, we can. We’ve seen several economic cycles of boom and bust; bulls and bears. We have guided our Eligible and Wholesale Clients through all this, diligently and carefully — and we have the experience to help you as well.

The father of value investing, Benjamin Graham, says this: ‘In the short run, the market is a voting machine, but in the long run, it is a weighing machine.’

We can help you understand the opportunities and risks out there — so you can position yourself to secure long-term financial security, grow your wealth, and generate significant passive income.


‘How can I get started?’

Our first initial consult is completely FREE.

This is a chance for us to understand your financial goals and dreams.

We will assess whether you qualify as an Eligible or Wholesale Client.

This is also a chance for you to understand how we can work with you to optimise and protect your wealth.


‘Do you have any testimonials?’

Yes, we have helped our Eligible and Wholesale Clients invest on the global markets through our Vistafolio managed-accounts service.

Here’s some feedback from them:

‘I am enjoying our relationship via my investment through Vistafolio.’ — Pauline S.

‘Entering Vistafolio is like opening a new world, which is rather exciting.’ — Rebecca S.

‘Thanks for watching over our investments. Very well done!’ — John N.

‘I am impressed with your efforts and communication. I would like to add to my portfolio.’ — Kevin B.

‘Pleased with the investments placed. The background you provide is better than others and positions you take well-explained. Well done.’ — Ross M.


[ Book Your FREE Consult Today ]


Disclaimer: This service is only available to Eligible Investors and Wholesale Investors (not to Retail Investors) as defined in the Financial Markets Conduct Act (2013).

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