Financial advice that settles your case, permanently.
Get expert financial advice and creative solutions
that exceed
expectations every
time
1BNZAR
assets under management
100+
attorney relationships
Top 35
advisors in the country
30 years
experience in the industry
“A highly accomplished financial advisor with 32 years of experience and recognised as one of the top advisors in the country.”
“A highly experienced CFP known for unmatched integrity, client care, and tailored financial solutions.”
“Trusted as a selected partner on the Absa Trust introducer panel for his expertise, relationships, and responsible investment approach.”
“A dedicated professional who provides unwavering care, reassurance, and long-term support for every client.”
"A trusted liaison who ensures seamless collaboration and confidence on all sides.”
"A trusted partner whose expertise improves outcomes, connects the right experts, and secures client financial futures.”
"Exceptional financial expertise delivered with unwavering integrity and a client-first approach.”
"Over 15 years of proven integrity, delivering trusted financial guidance and lasting results.”
We know how every
case and client is
unique
Your clients can be:
- Emotionally stressed
- Medically impaired
- Legally overwhelmed
Trust companies can have:
- Communication delays
- Conflict of interest
- Limited flexibility
We cover every part of you and your clients' journey with strong industry contacts, expert guidance and genuine client care.
30+ years as a financial advisor means access to a strong network of:
Specialising in Medical Negligence
and RAF settlements
- Medical professionals
- Attorneys
- Trust companies
- Court officials
- Bridging finance abilities
Beyond finances – financial advice that saves you time and money
We provide ↴
EXTENSIVE
KNOWLEDGE
Guiding your client through the medical negligence and RAF industry with expertise
RELATIONSHIP
MANAGEMENT
Co-ordinating with you, your client and all legal and medical professionals every step of the way
UPFRONT
ASSISTANCE
Covering early professional costs where necessary to keep the process moving forward
EFFICIENT
PROCESS
Managing communication and paperwork to avoid unnecessary delays or stress
PROVEN
OUTCOMES
Delivering the outcomes you and your clients desire, leaving them financially confident and secure
A process backed by three decades of financial planning, legal insight, and trusted relationships ↴
Consent
letter
We agree to be your trustees, and provide written proof on demand
The benefit:
Providing you the assurance you need to proceed to court also guarantees that financial matters will be managed smoothly and professionally
Initial
assessment
We review your client’s case and condition, and put safeguards in place to protect their assets
The benefit:
Ensuring that the client’s funds are secure from the outset prevents early roadblocks or mismanagement
Expert
referrals
We connect you to the right medical, legal or therapeutic professionals needed for your client
The benefit:
Gaining access to our wide support system allows you to provide comprehensive client care, no matter what or who they need to help
Personalised
plan
We develop a tailor-made financial plan with your client’s short and long-term goals addressed
The benefit:
Giving your clients the say they deserve ensures that clients are happy with the settlement, and their money is set up in the most ideal way for all
Ongoing
communication
We provide regular updates, transparent reporting, and accessible support for you and your client
The benefit:
Updating you and the client on how their money is being handled helps manage expectations and uphold your reputation for client care
When vulnerable clients trust us with their money, we guarantee them the support they deserve ↴
stability
Ensuring that clients’ immediate and future needs are always protected.
Clarity
Explaining complex financial matters in plain language, so clients feel confident and understood.
Wellbeing
Helping clients feel secure, stable, and supported in their financial lives, so that they can move forward to a better future.
Financial knowledge,
wisdom and honesty
“With over 30 years of experience, Ari Slasky brings not just financial knowledge, but also wisdom and care. He monitors investments carefully, adapts in challenging times, and always puts his clients first. His honesty and holistic approach give both attorneys and clients confidence every step of the way.”
Advice you can trust,
available when you need it
How can we help you? Let's talk