Story and background
Our story
CSD Wealth & Advisory services is a relational, vibrant, forward-thinking business which utilises knowledge, experience and technology to formulate plans to assist individuals in reaching their personal and financial goals. We believe in outsourcing best of breed products and use a modern approach to business and are able to offer our services remotely as well as face-face.
Our Values
At CSD Wealth and Advisory Services we believe in long term relationships with our clients. These relationships are built on the following values:-
Jeremy has served in the financial services industry for 18 years and has over 10 years experience in business management thus giving you a quality customer experience. The seeds of his career were planted when he started as an advisor in a family-owned brokerage. Jeremy had the privilege of working under successful, open minded and forward-thinking individuals where he honed his leadership skills to become a seasoned business leader. When a level of frustration by red tape and callous practices began forming the time to cultivate an environment of wealth creation was born however it was met with a global pandemic, the 2020 SARS Covid-19 pandemic. In a volatile epoch, owner Jeremy Thomas efficaciously chartered a way forward and CSD wealth & advisory services was born…. It now stands as a symbol in the marketplace of resilience in volatility, wealth creation and bridging the generational wealth gap.
Like any relationship, business relationships also have to be built on principles. It takes personal growth and maturity to recognize shared values in people of all race, creed and social status. Here at CSD we place emphasis on “understanding”
to meander through all forms of growth stages in our clients and their businesses.
