We offer most financial services, addressing most aspects of your life and changing circumstances such as Life Cover, Disability Cover, Income Protection Plans, Investment Plans & Structuring (lump sums & monthly debit orders), Financial Planning, Estate Planning (including Wills, Trusts), Medical Aids & Medical Insurance, Personal & Business Short Term Insurance, Offshore Banking & Investments, Retirement Planning.
An Authorised Financial Services Provider: FSB License No: 16711.
Life Cover
Disability Cover
Income Protection
Retirement Savings: Retirement Annuities
Retirement Capital Preservation: Preservation Funds: Provident or Pension Fund
Living Annuities: Retirement Capital Income
Term Products: Endowment Policies
Educational Policies
Unit Trusts ( Mutual Funds)
Bespoke Portfolios: Mutual Funds, Hedge Funds, Exchange Traded Funds, Shares (Stocks)
Share (Stock) Analysis, Market Profiling, Portfolio Risk Analysis
Short Term Insurance (Insuring a loss)- Personal & Business
Last Will & Testament
Trusts & Estate Planning
Medical Aids
Group Benefits