What training and/or membership affiliations do you have that relates to your work?Our team operates within the strict regulatory framework set by the Financial Sector Conduct Authority (FSCA). All our advisors are licensed Financial Services Providers (FSPs) or representatives of licensed FSPs.
Relevant qualifications and affiliations include:FAIS-compliant certification (Fit and Proper status), RE5 regulatory examinations passed by our advisors.
Describe a recent project that you have completed.Conducted group presentations on life cover, income protection, and estate planning
Performed over 150 individual needs analyses with employees
Offered tailored life insurance products with embedded funeral and estate benefits Integrated beneficiary nomination processes into their HR documentation flow
Implemented educational sessions on the true cost of dying (estate fees, liquidity shortfalls, etc.)
Who are some of your customers and can you provide traceable references?Logistics and warehousing
Healthcare and medical services
Manufacturing and industrial services
Professional services firms and SMMEs
To respect client confidentiality, we do not publish customer names publicly. However, traceable references from HR managers, business owners, and employee benefits coordinators can be made available upon request. These references can validate our professionalism, impact, and service delivery.
Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.? Advice Guarantee: All advice is licensed, documented, and fully FAIS-compliant. Our advisors are trained to follow a strict code of ethical conduct and disclosure.
? Product Assurance: We only partner with reputable insurers (e.g., Capital Legacy, Sanlam, Momentum, Discovery, etc.) that are FSCA-regulated and provide strong claims-paying ability.
? Needs-Based Solutions: Life cover is offered based on an individual’s personal needs analysis — not a one-size-fits-all product.