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Sum More Loyalty
Sum More Loyalty

Our Vision is to shape the Financial Destiny of our Clients.
Our mission is to bring financial education & financial empowerment to our clients so they can achieve economic freedom.
Our aim is to help our clients understand personal finance and to contribute to their wealth creation in support of their dreams. As a result of many years of experience in the field, we are able to provide our clients considered solutions and economic empowerment opportunities in an easy and accessible way. We provide first class service and understandable solutions that allow us to build and maintain a long lasting relationship that empowers our clients.

 

Our Purpose:
A purpose driven business reaching those who are not part of the financial and economic inclusion. We believe, that no matter how modest a start, we are committed to helping our clients build their Wealth over time. We do this in the Following Ways:

We empower our Clients with financial education and reveal to them ways in which they can achieve a sound financial future.

We facilitate and unlock economic and financial opportunities to help our Clients build their Wealth over time as this will help them leave a legacy of financial freedom to their Children’s Children.
We provide information to our clients which helps them to uplift themselves from debt which enslaves them from a life of true financial freedom.

We assist our clients to leverage their wealth and create lasting value.

We have a pioneering spirit that looks at new ways of providing innovative solutions designed for financial inclusion and empowerment.

 

Our Client Base:
– Individuals – Corporates – SMMEs – Stokvels – Churches
– Family – Women Groups – Co-operatives – Associations – Specialized Groupings

We add value to our clients by providing inspirational and yet simple financial education through seminars and training. Our training and seminar sessions give our clients practical steps towards getting out of their financial struggle. This is done in a simple method from the cradle offering through to the legacy offering.