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OUR STORY2020-05-12T12:37:23+02:00

2015

CONTINUED GROWTH

We take great pride in our heritage that has enabled us to touch the lives of hundreds of people around the country and help them achieve lifetime financial security.

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2008

MONTROSE FUND

Montrose Asset Management is formed, leveraging Financial Alliance’s long-standing investment experience to offer private asset class funds and liability driven investment solutions to investors.

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WEALTH CREATION

Constantly striving to have our extensive knowledge and experience working for your financial future, we reach …

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2002

JOHANNESBURG OPENING

Ever conscious of bringing you the best possible results….

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OUR HUMBLE BEGINNINGS

Born from our desire to share with you our high performance investment techniques, we….

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For High Performing Investments

You need a high performing team

Mr Stephen Burrow

For over a decade The Financial Alliance (TFA) has served the needs of various corporate employers when it comes to independent financial planning for their employees.

We can count some major cooperates as clients on our books including Toyota, Denny Mushrooms, Nissan, and BMW to name a few. No matter what the situation the employee has been in whether it be retirement, retrenchment or resignation TFA has been there for them with quality and lasting support that has been exceptional and consistent over the years.

Our wealth managers include Dr Liz Lear, Mr Stephen Burrows who, between them have over 15 years of investment and estate planning experience, Mr Edward Siweya who has worked with The Financial Alliance for the past 5 years, Mr John Linde ( CFP ) who operates from our George office. and Mr Ngoni Gwatidzo, who is not only one of our directors but is also the chief investment officer of Montrose Asset Management (Pty) Limited.

Dr Liz Lear

Montrose Asset Management offers 3 unit trust funds, which have given our clients outstanding returns in the low, medium and high risk profiles, even beating the JSE over the past 12 months with its Montrose MET Flexible FoF.

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Mr Ngoni Gwatidzo

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Mr Edward Siweya

Mr Edward Siweya is a multi talented individual holding a BCom majoring in economics and investments as well as his CFP (certified financial planner) qualification.

As well as seeing his own clients, Edward is tasked with supporting Ngoni in analysing the 3 Montrose funds and the underlying group of funds from where they source the investment building blocks.

This process is a daily one of crunching hundreds of numbers, measuring returns against risk levels, comparing returns to indicies evaluating currency fluctuations, sector risk as well as international investment sentiment.

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