Our approach

Advice without an agenda.

We built B3 Wealth around one uncomfortable truth about money advice in Mauritius — and a simple way to fix it.

The difference

Fee-only means our interests are aligned with yours.

The usual way

Commission

An adviser is paid by the bank, insurer or fund when you buy. The bigger the product, the bigger their cut. Your "free" advice is paid for — by you, invisibly, for years.

Our way

Fee-only

You pay us directly, an agreed and transparent fee, and we earn nothing else from anyone. No commissions, no kickbacks, no product shelf to fill. The advice is the product.

The standard we hold ourselves to is simple: act as if it were our own family's money.

That means we explain the trade-offs honestly, we put the plan in writing, and we tell you when the right answer is to do nothing — or to spend less with us, not more.

How an engagement runs

A deliberate, unhurried process.

01

Discover

We start with your whole picture — income, commitments, debt, protection, family, the goals that actually keep you up at night. No recommendation is made until we understand where you stand.

02

Plan

You receive a clear, written financial plan: your cash-flow runway, the order of priorities, the protection gaps, and the trade-offs — costed in Rs and free of jargon. You'll understand every line.

03

Decide

The decisions are always yours. We walk through the options, the reversible-versus-irreversible choices, and what each path costs you — then you choose, on your timeline.

04

Review

A new job, a property, a child, a market shift — life rewrites the plan. We revisit it on a cadence that suits you so it never quietly goes stale.

If that's the kind of relationship you've been looking for —

Start the conversation