• Provident and Pension Funds
• Business succession planning
• Keyman Cover                                  
• Buy & Sale arrangements
• Contingent Liability Cover
• Deferred compensation plans
• Future Liability
• Investment

Financial planning and recommendations

• Life Cover Solutions
• Serious illness Insurance Solutions
• Income Protection
• Disability and Impairment Solutions
• Estate Planning
• Trusts
• Wills

Investment Planning

• Post Retirement Income solutions
• Pre-Retirement Planning
• Savings Plans
• Tax Free Investments
• Investment Plans
• Lump Sum Investment solutions

When investing, one must consider the following:

Fees and charges to invest, rate of return, tax implication, potential estate costs, term of the investment and the accessibility of funds. It is vital that when selecting an investment strategy, one needs to consider these implications.

With a number of industry leading underwriters and asset managers with whom we deal with, places you the client in a position of choice, thus ensuring that you are able to compare the products offered in the market and make an informed product choice that best meets your financial needs and objectives.

We represent you as our client and aim to guide you along this journey of planning and product selection.  As the journey continues, we provide you with the following:

1. Scheduled reviews on your financial plan and product performance
2. Servicing changes and updates at your request
3. Claims support and guidance
4. Investment payment requests

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• Glass
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• Accidental damage
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• Stated benefits
• Group personal risk
• Motor
• External risk
• Internal risk
• Houseowners
• Machinery breakdown
• Electronic Equipment
• Machinery – business interruption
• Householders
• Deterioration of stock
• Gated Community/Complex