Services

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Our Services

Estate Planning

By doing a comprehensive financial needs and analysis we determent the amount of Life, disability and other benefits to give you the peace of mind regarding your Debt, Needs, funds, Estate tax and Family needs at Death, Disability or Sickness.

Investment Planning

We strive to give you the best Advice on how and when to invest into a certain market by using the best market analyzing tools to fit your risk spectrum towards investing your money on the most Cost effective way.

Retirement planning

We can offer you the necessary Pension or Provident fund for your Employees as well as group life cover as per the newest law regulations that are currently in force to cover you as a Employer regarding Employment Equity.

Business Insurance

We give you the keys by assuring that your Business will be maintained by a certain situation that can influence your normal ways on doing business. We give you a range of services to assist you with the necessary Business contracts etc.

Employee Benefits

We give you the keys by assuring that your Business will be maintained by a certain situation that can influence your normal ways on doing business. We give you a range of services to assist you with the necessary Business contracts etc.

Short Term Insurance

Our Short term insurance offers a service to retail as well as corporate clients. We offer a range of Insurance Companies to give you the assurance that you will have the best offering premium and services in the market.

Medical Schemes

A Good medical aid plays an important part of your wealth management as Medical costs can easily drain you savings towards your expectations regarding your retirement or your monthly cash flow. We offer a wide range of medical aid offering in the market.

Wills

You can have all the necessary Estate, Retirement or Investment planning in places but if you don't have a will in place, all your planning will be delayed till an Executor will be appointed to handle you Estate.

Corporate Saver Account

We offer our clients the facility of a financial account with a very low cost structure with a good interest rate to assist them with a more efficient way of handling their finances by taking the responsibilities out of their hands for their comfort. This service is available on a personal and corporate level.