Services include: Detailed analysis and fact based suggestions on the following: Risk Planning, Estate Planning, Retirement Planning and Investment Planning.
The key to our service is to obtain a complete picture of your financial landscape, discuss your values, document your life requirements and discover your dreams for the future.
Our goals include giving the best advice in terms of the Life Offices Association and the Financial Services Board. Our mission is to strive to give informed suggestions on finance in an ever-changing economy.
Over our business’ history, we have learned to blend the best traditions of customer service with an innovative edge that encourages continuous rethinking of how best to improve our services to maintain an edge.
Our vision is to apply our considerable resources, consisting of people, programmes, processes, networks and research initiatives, towards the establishment of an economical system and mind-set in which all South Africans are debt free and economically self-sustainable, ultimately making an enduring difference in people’s lives.
Death, disability, servere illness insurance, Income protection, retirement annuitys, education and investments.
