Services

Estate planning

We ensure you will leave our offices with a brilliant plan after we did your personalised financial needs analysis.

Advisory

 

Our advise does not stop after you have taken up a policy. We are there for you for cashflow planning, budgets, and investement plans.
 

Investment planning

We are conservative planners and do not take unnecessary risk on into your investment because it is money you worked hard for.

Wills, Trusts & Estates

 

We help you with your most important document, your will. We can register trusts when you need it to ensure all your needs are matched when you estate needs to be winded up by us to ensure etc. your minor kids are looked after and their money are save in trust.
 

Life Insurance

We strive to have specialised knowledge about the insurance industry. We make sure we are kept up on changes in the industry te ensure you have the best possible clinical definitions in you policy to be able to pay you when you and you family  when a loved one loses its life , become disabled or when diagnosed with and severe illness.

Tax & Medical Aid

 

We make use of  a referral system and according to your needs we will select the correct partner for you.