Investment Advice
Our advice is based on diligent financial analysis and is revised annually with our clients.
We are big enough to make a difference in terms of your financial planning. We offer affordable realistic advice that can be easily implemented.
– Stockbroking
– Post-Retirement Income Products
– Linked life annuities (ILLA)
– Collective investments
– International investments
– Property investments
Medical Schemes
We offer health cover services and have walk-in offices in Somerset West.
We have been involved in health care consulting for the past 14 years and also offer gap cover insurance.
We are accredited with most major health care providers, i.e. Discovery, Fedhealth, Momentum, Liberty, Profmed, Medihelp, Selfmed, Medshield, Bonitas, and Resolution Health.
Retirement & Estate Planning
With the multitude of retirement products in the market today, it can be difficult to navigate the best options for your and your personnel’s retirement.
We simplify this process by doing the homework up front and also keeping tabs on new competitive products entering the market.
– Wills & Testaments
– Trusts
– Pre-Retirement savings
– Retirement annuities
– Provision funds
– Pension funds
Business Assurance
Our comprehensive range of business cover products gives you the peace of mind that your business will keep running even in the event of unforeseen circumstances.
– Contingency Planning
– Partnership insurance
– Key person insurance
– Surety protection
Employee Benefits
We specialise in Group Schemes for businesses of all sizes.
As an employer having Group Schemes for employees, such as retirement funds have several benefits:
– Shows commitment to Corporate Social Responsibility towards employees
– Takes advantage of generous tax concessions.
– Attracts, motivates and retains skilled employees.
– Prevents cashflow strain when having to make payments in the event of an employee’s retirement, death, or the employee becoming disabled.
Personal Insurance
Our long term personal insurance offerings cover the full range and is underwritten by South Africa’s top underwriters.
– Life cover
– Trauma/Disability cover
– Income protection
– Dread disease cover
– Term insurance
– Bond insurance
Short Term Insurance
We cover all personal and business short-term insurance needs.
We also ensure you the best premiums by working with insurance search engines like Hippo.
– Personal and household cover
– Goods in transit
– Business insurance
– Commercial insurance
– Specialized related cover (i.e aviation, marine, contractors, personal accountability)