• Life Assurance
• Trauma/Disability
• Income Replacement
• Key Man Assurance
• Credit Life Assurance
• Bond Assurance
• Term Assurance
• Buy & Sell Agreements
• Unit Trusts
• Endowment Policies
• Exchange Traded Funds
• Offshore Investments
• Tax Free Investments
• Retirement Annuities
• Provident Funds
• Pension Funds
• Living Annuities
• Preservation Funds
• Life Annuities
• Employee Benefits
• Estate Duty
• Family Trusts
• Investment Trusts
• Wills
* We commit to working with our clients to manage areas of improvement within their finances and implement several practical initiatives to successfully execute financial planning affairs.
* Your financial plan will be proactively pursued and implemented as required.
* We put a high value on personal relationships and therefore keep regular contact with all our clients
* We provide differentiated financial support and intermediary services
– we represent you
* We provide compliant and holistic financial planning – your success is our success
* We manage our practice on sound business principles – we will be there for you in future
* We provide reliable, accurate service with timeous feedback keeping our clients up to date at all times
* We disclose all relevant information so our clients can make informed decisions
* We put our clients’ interests first by providing trusted solutions that our clients can afford, caring about their financial wellbeing
* We are sensitive to the confidential nature of information and never reveal client information without their consent
We subscribe to and fully comply with industry norms and standards. Our advice and service follows a 6 steps process to ensure implementation of financial strategies that will achieve and maintain financial wealth for you and those that are important to you.