We offer most financial services, addressing most aspects of your life and changing circumstances such as Life Cover, Disability Cover, Income Protection Plans, Investment Plans & Structuring (lump sums & monthly debit orders), Financial Planning, Estate Planning (including Wills, Trusts), Medical Aids & Medical Insurance, Personal & Business Short Term Insurance, Offshore Banking & Investments

An Authorised Financial Services Provider: FSB Licence No: 16711

Life Cover

Disability Cover

Income Protection

Retirement Savings: Retirement Annuities

Retirement Capital Preservation: Preservation Funds: Provident or Pension Fund

Living Annuities: Retirement Capital Income

Term Products: Endowment Policies

Educational Policies

Unit Trusts ( Mutual Funds)

Bespoke Portfolios: Mutual Funds, Hedge Funds, Exchange Traded Funds, Shares (Stocks)

Share (Stock) Analysis, Market Profiling, Portfolio Risk Analysis

Short Term Insurance (Insuring a loss)- Personal & Business

Last Will & Testament

Trusts & Estate Planning

Medical Aids

Group Benefits