1. Developing a financial plan
2. Comprehensive Insurance & Investment review.
3. Financial Consultation

We understand as the business evolves, risk and securing the financial future becomes inseparable. Allow us to cater for your business needs:

• Business valuations
• Buy & Sell Agreements
• Business Overhead Protector
• Keyman Cover
• Contingent Liability Cover
• Short-term Commercial Insurance
• Sinking Funds/Company Investments
• Pension Fund Scheme for employees
• Provident Fund Scheme for employees

Investment Planning allows the client to advance their wealth to achieve their financial goals and live prosperously:

• Shares
• Tax-Free Investments
• Unit Trusts
• Endowments
• Derivatives
• Hedge Fund Investing
• Short & Long-term Deposits
• Voluntary Annuity

Protect yourself and your most valuable assets against unforeseen circumstances and events that result in a financial loss.

• • • Funeral Policy
    • Medical Aid
    • Life Insurance policy
    • Credit Life Insurance
    • Bond Cover policy
    • Educational plan
    • Vehicle Insurance
    • Home Insurance
    • Personal contents cover

1. Make provision for retirement in order to improve or maintain your standard of living, by saving in the following retirement investment vehicles: 

   • Pension Fund Scheme
   • Provident Fund Scheme
   • Retirement Annuity Fund
   • Preservation Fund
   • Living Annuity
   • Life Annuity

1. Protect and preserve the future legacy of your loved ones by ensuring you have adequate essential needs.

   • Trust Fund
   • Wills
   • Life Cover (Cover cash shortfalls in estate)

1. Maintaining a compliant SARS tax status is a priority for every South African Taxpayer, allow us to assist you in that regard:

   • Tax advisory
   • Annual tax returns submission
   • Tax Clearances
   • Tax Profiles
   • Tax queries