What We Offer
As an accredited Financial Advisory Services Company, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Healthcare Solutions, Fiduciary Services, and Accounting Services.
Death and Disability Planning
This entails ensuring that a holistic approach is taken to ensure a legacy is left for your loved ones and that their financial needs are met when you are no longer here. There is also a strong focus on living benefits such as Critical Illness cover and disability benefits as well as ensuring that we protect your greatest asset which is your ability to earn an income.
Individual Healthcare
Choosing the right medical aid for yourself and your family can be a daunting task , we assist you in finding the best fit for both your budget and health needs and help you manage the medical aid post inception. This includes rewards programs and Gap Cover as well as medical insurance.
Group Healthcare
Through our partnership with various medical aid and gap providers we are in turn able to offer
a diverse range of options for our employers and their staff with competitive underwriting, that is
tailor made to suit their specific needs.
We also provide one on one consultations with staff to ensure that they understand the choices
they have made.
Estate Planning
Most people are under the impression that they do not require a will and that their assets will automatically pass to their spouse sadly this is not the case. Your estate consists of everything you own, your car, your house, your bank account, investments, even your furniture. So no matter how big or small your assets are the reality is when you pass away it still has to be distributed.
Employee Benefits
Through our partnership with various Insurer’s we are able to provide clients with a robust employee benefits solution to meet their needs.
This ranges from Group Risk schemes to Pension and Provident funds as well as Group RA’s.
Short Term Insurance
Through various partnerships we are able to offer our clients a range of offering’s to best meet their
short- term insurance needs. This covers both personal and commercial insurance.
Investment Planning
We offer accessibility to various platforms through multiple insurers. Our offering includes tax free savings, endowments, retirement annuities, collective investments.
Death and Disability Planning
This entails ensuring that a holistic approach is taken to ensure a legacy is left for your loved ones and that their financial needs are met when you are no longer here. There is also a strong focus on living benefits such as Critical Illness cover and disability benefits as well as ensuring that we protect your greatest asset which is your ability to earn an income.
Individual Healthcare
Choosing the right medical aid for yourself and your family can be a daunting task , we assist you in finding the best fit for both your budget and health needs and help you manage the medical aid post inception. This includes rewards programs and Gap Cover as well as medical insurance.
Group Healthcare
Through our partnership with various medical aid and gap providers we are in turn able to offer
a diverse range of options for our employers and their staff with competitive underwriting, that is
tailor made to suit their specific needs.
We also provide one on one consultations with staff to ensure that they understand the choices
they have made.
Estate Planning
Most people are under the impression that they do not require a will and that their assets will automatically pass to their spouse sadly this is not the case. Your estate consists of everything you own, your car, your house, your bank account, investments, even your furniture. So no matter how big or small your assets are the reality is when you pass away it still has to be distributed.
Employee Benefits
Through our partnership with various Insurer’s we are able to provide clients with a robust employee benefits solution to meet their needs.
This ranges from Group Risk schemes to Pension and Provident funds as well as Group RA’s.
Short Term Insurance
Through various partnerships we are able to offer our clients a range of offering’s to best meet their short- term insurance needs. This covers both personal and commercial insurance.
Investment Planning
We offer accessibility to various platforms through multiple insurers. Our offering includes tax free savings, endowments, retirement annuities, collective investments.