Investments
Fixed interest deposits, guaranteed returns, Listed Shares, Unit Trusts, Tax Free Savings, High Interest Savings Accounts, Local and Offshore Investment Portfolios.
Protection Benefits
Life, Disability, Dread Disease & Income Protection Cover, Emergency funds, Estate Planning & Wills.
Retirement
Save via company Pension Funds, Private Retirement Annuities, Endowments, Property Collectables (coins, stamps, classic cars etc.) Unit Trusts, Share Portfolios, Offshore Plans.
Core Services
We offer general Financial Planning which incorporates the following:
- Financial Needs Analysis (FNA)
- Life Assurance
- Medical Aids – Private / Groups
- Income Protection
- Local and Offshore investments – Short, Medium and Long term
- Wills / Estate Protection Planning
- Corporate Call Account
- Efficient Tax Planning
- Retirement Planning & Preservation
- Monthly Portfolio Reports
Links
Financial institutions we work closely with:
