As qualified accountants who specialize in wealth management, CAZAdvisors can provide you with a plan that considers all your financial affairs – investments, risk insurance, taxes, estate planning, cash, trusts and wills. (Sharia laws considered)
We have extensive professional skills and contacts across these areas. We will work with you to understand your situation and goals, then put together the best combination of strategies to achieve your desired outcomes. 

No financial plan is ‘set and forget’. We keep continually up-to-date with economic, regulatory developments to make sure your financial plan reflects the current market and regulatory environment.

With CAZAdvisors, you’ll receive:
• A comprehensive wealth creation strategy that will stand the test of time
• Investments that are tax effective and best suited to your overall needs
• A competitive fee based service quoted in advance, with no trailing commissions nor unwanted surprises
• Online access to view the progress of your investments across all asset classes (including ETFs, managed funds, cash and direct equities)
• All your financial affairs consolidated in the one place, managed by us who understand your financial circumstances and concerns