WHAT WE OFFER

SAVINGS AND INVESTMENTS

It is important to remember that starting to save earlier in your life increases your chance of accumulating significant wealth due to the long-term effect of compound interest. Simply putting your money into a savings account, however, won’t benefit you very much at all.

RETIREMENT PLANNING & SOLUTIONS

Retirement is one of the most important and monumental life events that many of us will experience. Ensuring that you will have a comfortable retirement is an extensive process that requires sensible planning and years of persistence, even after you retire!

WILLS & RELATED SERVICES

The reality is that all of us will die and that we have no idea when that might happen. Having a well-planned will in place will help to ensure that your family is provided for and that all assets and financial implications are taken care of in a timely manner.

LIFE & RISK INSURANCE

As difficult as it may be to think about, this is exactly the kind of question you need to ask yourself when planning for life cover. Life cover ensures that, if you die, your loved ones will have the necessary funds to pay off any debts and continue to live…

ESTATE PLANNING & ANALYSIS

Estate analysis and planning is the core of quality financial advice. Each of us has an estate, whether it is a cell phone, car, house or investment. Most of us also have liabilities or debt such as credit card debt, a mortgage or a personal loan.

MEDICAL AID SERVICES

Medical aid protects you and your family financially in the event of an unexpected serious illness or injury. People with medical aid are also more likely to receive routine and preventative care, helping to ensure their long-term health and wellness.