Serala is an ancient Sesotho word meaning a stone wall or protective barrier around a settlement. It is the highest point in the Wolkberg range of mountains in North Eastern Limpopo, the cliffs of which form a rampart, guarding a high altitude valley of immense beauty.
As a financial services company, our wealth managers act as protectors of our clients’ and their dependants’ financial interests. This includes the design and selection of the correct financial solutions to safeguard, preserve and grow their wealth.
We give advice and provide financial solutions for our clients’ estate planning and investment and retirement planning and advise on our clients’ personal life assurance portfolios and business assurance needs. We also act as employee benefit consultants to a number of small to medium sized employee benefit / retirement funds, where we consult to both employers and their employees.
We believe in an advice-driven process designed to create client peace of mind.
Ethos and core values
Our client-centric focus is based on passion, excellence, integrity, accountability and professionalism.
We are seen by our clients as providing durable financial solutions which are measurable and able to withstand the test of time.
Our mission statement
We provide superior financial advice and guidance to our clients throughout their lifetimes, with passion, empathy and commitment.