Holistic Financial Planning encompasses all aspects of financial planning and advice from Investment to Risk Protection, Estate Planning and Wealth Preservation.
Life cover is the foundation of your Personal Cover Plan. After all, you want to ensure that your family is protected when you are no longer around.
Earning Ability Cover
Your most valuable asset is your ability to earn an income. It enables you to maintain your lifestyle.
Severe Illness Cover
People are affected by life-changing events such as heart attacks, cancer and strokes, and there is no underestimating the dramatic impact such an illness can have on you.
Income Protection Cover
Income Protection ensures you can take care of your financial commitments, even if you're unable to work due to illness, impairment or disability.
The process of anticipating and planning for the management and disposition of a person's estate during their lifetime so that you minimise costs and estate duty on those you leave behind after death.
Short Term Cover
Short term insurance refers to insurance for the possessions that an individual owns. For example, short term insurance is usually taken out for your home, the contents in your home, and your car.
Choosing a medical scheme that works for you should be simple and easy on your wallet.
Many of us will experience retirement as one of the most significant life events we will ever encounter. Retirement is a lengthy process that involves careful planning and years of dedication.
Investing or saving money is key to achieving your goals in life.
An excellent education is the best gift you could ever give your children.
Wills & Trusts
Your last will and testament is one of the most important documents you will ever sign during your lifetime. Your will is an essential part of estate planning.
Employers of choice recognise that people should be at the centre of their business. By doing this, they enrich and improve the lives of their staff and the ongoing success of their business. Therefore, pension and Provident funds are essential.
Asset Allocation Recommendation
Our services are customised to meet the specific needs of each client. We work collaboratively throughout the entire fund selection process to meet the needs of our Investors with their Short, Medium and Long Term Investment saving goals.
Comprehensive long- and short-term risk cover solutions for you, your employees, and your business.