Services:
Life, disability and serious illness risk management
Retirement planning
Investment planning (local & offshore)
Business assurance
Group schemes/employee benefits
Wills / Estate planning
Medical Aid and Gap Cover
Short term insurance (personal and commercial)
Education planning
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Our Ethos

  • Place clients’ interests first;
  • Provide professional services objectively and with integrity;
  • Be fair and reasonable in all professional relationships;
  • Demonstrate exemplary professional conduct;
  • Regularly update our skills and knowledge;
  • Protect client confidentiality;
  • Remain independent of any Product Provider;
  • Utilize resources;
  • Offer sound, impartial advice;
  • Summarize a situation and explain recommendations simply and concisely;
  • Generate custom-made solutions, based on clients’ particular circumstances;
  • Provide regular reviews.

Our Process

  • Establish and define our business relationship;
  • Gather data and identify your goals;
  • Analyze and evaluate your financial situation;
  • Develop and present our recommendations;
  • Implement recommendations; and
  • Monitor your long term progress;