COMPLIANT FINANCIAL ADVICE

All our financial planners are accredited and fully comply with legislation. We follow prescribed procedures and do proper analysis to ensure the advice given are in our clients’ best interest. This helps them to make informed decisions about appointing us as their Financial Planners and securing their financial future.

FINANCIAL SERVICE and ADMINISTRATION

We employ a team of administrative specialists to ensure all aspects of your financial portfolio is up to date and in line with the contracted obligations. Once you appointed us as your Financial Planners you will have peace of mind that each issue you may have will be processed diligently.

LONG TERM COMMITMENT

We employ a team of administrative specialists to ensure all aspects of your financial portfolio is up to date and in line with the contracted obligations. Once you appointed us as your Financial Planners you will have peace of mind that each issue you may have will be processed diligently.

MEDICAL AID

We give you access to a variety of healthcare and medical aid options from a range of leading insurance providers. We can also arrange additional gap cover, to boost your healthcare benefits.

SHORT TERM INSURANCE

We offers an innovative individual underwriting model that provides competitively low premiums based on individual risk profiles.

RISK ASSURANCE

We give you access to a variety of healthcare and medical aid options from a range of leading insurance providers. We can also arrange additional gap cover, to boost your healthcare benefits.

FUNERAL COVER

Taking a little time now to organize your funeral cover could save you and your loved ones a great deal of stress and anxiety in the future. Our funeral cover products provide all the financial and practical help that you and your family will need during a difficult time

INVESTMENTS

We offer a comprehensive range of investment products, with a wide selection of underlying investment instruments for you to choose from.

LIFE COVER

Life cover protects you, your family and your dependents' financial security in the event of your death, disability or critical illness.

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