Client stories

Real people, real financial clarity

See how smart financial planning transforms lives.

The right financial partner doesn’t just manage money – they help you make confident decisions, prepare for life’s uncertainties, and achieve the lifestyle you want. These stories show how we’ve helped clients find clarity, certainty, and control over their financial future.

Stories of impact:

Client

Kevin and Mary, retired couple

Their challenge

Worried about creating and growing their wealth after retirement.

How Ternary helped

We provided tailored financial planning to ensure a stable, growing income.

The outcome

"Ternary has not only provided us with a monthly pension but has also grown our capital. We even bought a new car – something we never thought possible in retirement!" – Kevin & Mary

Client

Brian, medical professional, and his wife Lynette

Their challenge

Needed expert guidance to ensure financial security through different life stages.

How Ternary helped

We developed a plan that adapted to their evolving financial needs.

The outcome

"As a busy medical professional, financial planning was not my thing! Ternary always had our best interests at heart, ensuring we are financially secure in retirement." – Brian & Lynette

Client

Jennifer and Peter previously lived abroad

Their challenge

Needed a trusted partner to manage their finances while living overseas.

How Ternary helped

We provided ongoing guidance, regular reviews, and financial management.

The outcome

“Ternary handled our portfolios with absolute professionalism and integrity, whether we were abroad or in South Africa.” – Jennifer & Peter

Client

Paul and Elaine, retired

Their challenge

Needed their wealth to grow for a comfortable retirement.

How Ternary helped

We built a strategy to maximise financial growth while maintaining security.

The outcome

“Since 2019, Ternary has provided outstanding performance on our portfolio. Their expertise and trustworthiness have given us financial comfort in retirement.” – Paul & Elaine

Your story starts here

Everyone’s financial journey is unique. We’ll help you find the right path with clarity and confidence.

Start your journey today

Client stories

See how smart financial planning transforms lives.

Stories of impact:

Client

Their challenge

How Ternary helped

The outcome

Client

Their challenge

How Ternary helped

The outcome

Client

Their challenge

How Ternary helped

The outcome

Client

Their challenge

How Ternary helped

The outcome

Your story starts here

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