Proudly independent
Certified in Financial Planning, Specialising in Asset Types & Investments, Portfolio Planning and Management.
Corporate Services - Retrenchment consulting at member / trustee level. Employee cover - Death, Disability, Severe Illness Cover, Retirement funds - Pension / Provident Funds, Preservation Funds, Retirement options - Living annuities
Business Assurance, Estate Planning, Wills
Personal Services - Professional, Income Protection, Death, Disability, Severe Illness, Retirement Planning, Voluntary and Discretionary, Investments, Local and Offshore Investing, Tax free Options, Pre and Post Retirement Investing.
Other - Holistic Planning, Medical Aids.
Representing - Allan Gray, Discovery, Hollard, Investec, Liberty, Momentum, PPS, Sanlam, Glacier
Services Provided
Work Focus
financial services,
financial consultants,
financial advice,
insurance brokers,
financial advisory services,
investment services,
medical aid brokers,
insurance services,
investment companies,
life insurance,
financial service provider,
insurance consultants,
insurance administrators,
insurance advisors,
financial brokers