About Us

Refined is an independent, objective, financial advisory firm, focused on providing our clients with customised solutions to meet their unique and specific objectives. Our assets under management and the results we achieve for individual clients and business entities are proud testimony to our professional expertise and financial market acumen.

One of the greatest advantages of dealing with an independent financial advisory firm is our ability to put the best interests of our clients ahead of any focus on particular branded products.

In short, we offer you financial products that are ideally aligned with your exact needs.

We offer a wide range of comprehensive wealth management services that include:

– Financial Needs Analysis
– Estate Planning
– Risk Planning
– Business Assurance
– Investment Planning
– Retirement Planning
– Healthcare (Individual and Corporate)
– Short Term Insurance
– Employee Benefits
– Treasury