Services
Independent
We are not tied to any product providers and you are assured of a wide range of possible options that will allow you to make an informed decision.
Holistic
All your needs are taken into account. Confidentiality: Your privacy and security regarding your financial affairs is ensured and is of immense importance.
Relevance
Advice is specific to your individual needs with at least an annual review, which means it will remain relevant over time. Direct, uncomplicated and accurate: we focus to empower you to make an informed decision.
Services list
- > Financial Building Blocks
- > For Companies
- > Life Insurance
- > Disability Cover
- > Retirement Provision
- > Medical Aid Funds
Financial Building Blocks
PRODUCTS
- Investment Planning
- Retirement Planning
- Income Protection
- Risk Coverage for death, disability, trauma / severe illness
- Medical Schemes
- Estate planning and drafting wills
FOR COMPANIES
- Buy and Sell Agreements
- Key Person Insurance
- Trade insurance
- Pension and Provident Fund
- Investment of corporate capital
- Employee Benefits for Groups