SERVICES
INVESTMENT SPECIALISTS
With a wide range of investment plans we cater for different levels of affordability and flexibility to match various risk preferences and lifestyles.
COMPREHENSIVE RISK & ESTATE PLANNING
We offer a detailed analysis of death, disability and dreaded disease to make sure you and your loved ones are taken care of. This includes providing enough cover to settle any CGT, estate duty taxes, master and executor fees.
SHORT TERM INSURANCE
We offer a complete review of your short-term insurance needs to make sure you are insured correctly and only pay for the cover you need.
MEDICAL AID
We provide a range of quality medical insurance solutions and help you find the best medical scheme for your current circumstances and needs.
RETIREMENT PLANNING
It's never too early to start saving for retirement. Every cent counts and these savings will grow over time to secure a comfortable retirement. While saving for retirement you'll also receive tax benefits for doing so.
CHILD EDUCATION PLANNING
Saving for education is one of the best investments you can make for your child, but it can be challenging if you don't know where or how to start.