By dealing with clients with from start to end we will ensure that all clients are treated fairly, information is confidential and financial plans are executed in a timely manner.
As Independent Financial Advisers, we provide holistic financial planning with all major Insurance companies.
Putting clients’ needs first, understanding clients’ circumstances, goals & objectives and helping clients achieve their Financial goals.
Products and Services
Individuals
• Risk Planning: Life Insurance, Income Protection, Capital Disability, Severe Illness
• Estate Planning: Wills & Estate Duty
• Retirement Planning: Retirement Annuities
• Investments: Unit Trusts, Tax Free Savings, Endowments
• Short Term Insurance: Home and Car Insurance
• Medical Aid, Medical Insurance & Gap Cover
Companies – More Than 10 Employees
• Employee Benefits: Retirement Planning, Medical Aid & Preferred Compensation
• KeyMan
• Buy & Sell
• Contingent Liability
Service Providers
• Liberty
• Sanlam
• Allan Gray
• Brightrock
• Stratum
• Discovery
Services Provided
Work Focus
financial services,
medical aid brokers,
financial planning,
life insurance,
wills,
car insurance,
life cover,
estate planning,
investment brokers,
retirement planning,
retirement annuity,
home insurance,
business assurance,
gap cover,
gap cover on medical aid