Our Services
We offer a comprehensive solution for all your Financial, Investments, Long-Term and Short-Term Insurance, Medical Aid, Business Assurance and Employee Benefits needs.
What we offer
Investments
Local and Offshore Investment Advice, Collective Unit Trusts, Shares, Endowments, Participation Bonds, ETF’s (Exchange Traded Funds), Dependants’ Educational Needs, Capital Needs, Investments in Gold (Kruger Rands)
Retirement Planning
RA’s (Retirement Annuities), Life/Living Annuities
Health Care
Medical Aids, Hospital Plans, Medical Gap Cover
Short-Term
Commercial, Domestic, Engineering and Motor Insurance
Long-Term Risks
Life Insurance Cover, Contingent Liability (Debt Insurance/Cover), Lump Sum Disability, Dread Disease, Loss of Income Protection
Estate Planning
Estate Duty, Liquidity, Executors, Wills and Formation of Trusts
Business Assurance
Buy-and-Sell Agreements, Partnership Agreement, Key-Man Cover, Tax Planning
Employee Benefits
Pension Funds, Provident Funds, Group Life and Disability Assurance
Personalised and Additional Services
Personalised financial advice, Budgeting, Savings, Comprehensive portfolio analysis