OUR SERVICES
In line with our vision of being the leading and most innovative financial services provider, our various service offering is listed and illustrated as following:
Financial Planning Services
- Developing a financial plan
- Comprehensive Insurance & Investment review.
- 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
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
Risk Planning
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
Retirement Planning
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
Estate Planning
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)
Tax Planning
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
Our Valuable Clients
