Our mission...
We work to enable our clients to plan for and implement strategies to attain their lifestyle goals with certainty over a period of time through proper planning and risk analysis.
We achieve this through thoroughly researched financial advice that is in line with the ever-changing insurance industry and the legislation around it.
Understanding your financial needs...
We start with a comprehensive financial needs analysis to identify and determine your exact financial needs and requirements. Going through this process helps to highlight and prioritise the actions required to get you closer to your financial goals.
Our services...
FINANCIAL NEEDS ANALYSIS
Identify and determine your exact financial needs and requirements. With our financial planning services, we can help you start to build the future you've always imagined
INVESTMENT PLANNING
See how an organised approach to money may help grow your wealth. We offer a wide range of investment services which can be tailored to suit your specific needs
RETIREMENT PLANNING
We'll help you prepare for and work towards your retirement with a plan that ensures you stay on track with your goals
MEDICAL COVER
Medical aid cover is an important component of your financial planning, we can assist you with a tailored plan to suit your needs
SHORT & LONG TERM INSURANCE
Plan for the unexpected. We offer competitive, comprehensive and affordable short and long term insurance solutions
BUSINESS RISK ASSURANCE
Risk is a fact of life for business. We'll help you design solutions to protect what you have worked so hard to build
EMPLOYEE BENEFITS
Create and maintain long term financial wellness by developing value-for-money solutions that offer real financial security
WILLS & TRUSTS
Consider your financial circumstances and requirements as well as the legacy that you want to leave behind