Personal Financial Planning and Analytics: A comprehensive analysis of a client’s present and future needs in terms of death, disability, retirement financial planning and financial protection. This is accompanied by sound financial solutions.
Business Assurance: Planning for the death, disability or retirement of key-personnel, partners or members and the financing of such an event.
Retirement and Investment Planning: investment planning to ensure that adequate provision is made for your golden years.
Asset Risk Management
- Our personal insurance covers household contents, buildings, all risk insurance, personal liability, personal accident and private vehicles.
- Our commercial and corporate insurance covers office/factory contents, business vehicles, fire damage, business interruption and public liability.
- Our other specialized insurance services covers heavy vehicles and transit, aviation, goods in transit, agricultural, fleet, travel, plant, mining and motor dealers insurance.
- All of our insurance services are backed up by a personal and efficient service. We insure your assets through S.A’s top insurers.
This is an effective management of unit trust through a managed portfolio.
Provident and Preservation Funds
Pension and Retirement Funds
Group Risk Assurance: We provide efficient administration and outstanding rates for Group Life, Income Protection, Disability and Dread Disease Group Schemes.
We look after all your healthcare insurance needs so that you can enjoy the smaller pleasures in life.
Healthcare advice is based on thorough needs analyses and products include Medical Funds, ranging from comprehensive to hospital plans.
- Estate and Estate Duty Planning
- Trusts and Wills
- Purchase and Sale in respect of CC’s, Companies and or Partnerships
- Collaborative Agreements for CC’s, Companies and or Partnerships