Service Offering

Do you have a financial plan? Have you considered one? Or does it seem like a too daunting task? “You handle the success, we’ll manage the risk.”

Whatever your situation, our financial advisors will help you achieve your financial goals and analyse the unforeseen needs you may have.

Our services include but are not limited to:

• Advice on long term insurances and investments
• Advice on the different investment and insurance vehicles available
• Advice on Medical Schemes
• Advice on domestic and commercial short term insurance
• Advice on estate planning
• Retirement planning
• Employee / Corporate Benefits
• Wellness days for your company

Contact us today for a FREE Financial Needs Analysis.