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Be Aware of Cyber Crime 

In the financial services industry we are very aware of the risks of cyber security to both your personal information and your investments. There are many ways that criminals can use your information or assume your identity in order to try and gain access to your money.


We take security very seriously and have taken steps to prevent any incidents, but we thought it would be helpful for us to share some experiences we have seen and the steps that we have taken, and that you can take, to reduce the risks.

The three areas where we see the biggest risk is that your emails get hacked, or emails are intercepted, and the information or attachments are changed.

Here is a real-life example of a hacked email that was sent to us. And another where Drew's email address was altered slightly.

What are we doing about it?

  • If you ask us to change your telephone number, email address, banking details or to make a withdrawal, we will call you, on the number that you have given to us previously, to confirm that it is in fact you who is requesting that changes.
  • If your details get changed with any of the investment companies, both ourselves and you are notified and we will call you to confirm.
  • Withdrawals can never be made into bank accounts that are not in your name.
  • Were possible, we will send instructions to be approved by you, together with an OTP being sent to your cell phone.
  • If we ever send you banking details, we will also send them via our company WhatsApp account (+27 (0)66 093 2346), please save this number and double check that the information is the same.
  • Going forward, we will be encrypting sensitive attachments. We have tried to make opening these documents as easy as possible for you, but we feel this is important for your protection.

What can you do?

  • Update your email password regularly. Use a strong password of at least 6 - 8 characters which are not obvious.
  • If you receive anything asking you to provide or change sensitive information or bank details, call to confirm.
  • Check the senders email address closely to make sure it is who it says it is. This means looking at the detail very carefully. Is there a letter missing or changed? Has a full stop or comma been inserted?
  • Do not click on any links – e.g. Emails have been doing the rounds, sent “from SARS” asking you to confirm various details.

Should you have any concerns about the safety of your information or investments, please feel free to reach out to us so that we can help you keep your information secure or give you further detail about our procedures and policies.