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Contact information

Address: 5th Floor North Wing, Hyde Park Corner Shopping Centre


Adam Bacher is a CFP® professional and a CFA® charter holder. He has 18 years’ experience in the financial services industry and served as head of the Alexander Forbes’ personal financial planning investment committee. His technical and strategic expertise is complemented by his keen understanding of relationships, values and people. Adam has also represented South Africa in international cricket, playing 19 test matches and 13 one day internationals. His experiences at the highest level of professional sport have left a lasting impression. Dealing with the ups and downs of professional sport made him “super curious to find out what it takes to succeed more than you fail.” As his clients will tell you, he seems to have found the answer.

Company Info

We offer values-based financial planning advice.

We believe that when we have insight into your life story and your values are understood, your decisions emanating from our advice will be crystal clear and easy to make.

We work for our clients as we would for our own families. We are all about building life-long meaningful relationships based on trust, integrity, and technical expertise.

We’re a boutique financial planning business. Having a select client base gives us time to truly know our clients; to be proactive and provide an exceptionally high level of client service.


What are the tax implications of transferring my RAs into a living annuity?

17 September 2020    95
Transfers to a living annuity are done on a tax-neutral basis, but there are a few things to be aware of. ...

Adam's VIEWS  

How has Covid-19 affected your retirement plans?

3 September 2020    1    15
The pandemic has forced many to reassess their careers and how they view retirement. ...

Using ‘Maslow meets retirement’ when planning your life income

25 August 2020    2    57
It's important to figure out what you desire and how to pay for it. ...

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