We are a multi-disciplinary financial services business that specialises in the management and growth of a client’s wealth,
so that they can concentrate on what they do best.
Our principals and their qualified support team have a wealth of financial expertise between them.
Is a qualified Chartered Accountant and has held directorships in various multi-nationals, both locally and abroad.
Has a Masters Degree, and is also a Certified Financial Planner®, an internationally acknowledged qualification. Liana has been a finalist in the prestigious Financial Planner of the Year competition.
At LPJ we strive to work towards a common goal, concentrating our talents on the specific needs and expectations of our clients.
At LPJ, we aim to serve our clients with dignity and respect.
We subscribe to and conduct our business in a professional manner.
Simply put, we are steered by three simple values:
Reflecting honesty in all our dealings towards ourselves and those around us.
As individuals in the team we take the responsibility to succeed and to be in demand through personal excellence.
We depend on each other’s energy, professionalism and positive focus. We aim to earn respect by living up to the trust that others afford us.
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