Financial Planning

Through our partnership with a Financial Advisor, we are able to provide sound financial planning around future retirement, investment solutions and personal risk assurance.  Below are some of the services offered:

Wealth Creation

• Short, medium and long term investment solutions
• Retirement planning
• Unit Trusts

Wealth Protection

• Estate planning
• Health solutions
• Personal risk assurance
• Wills and Testaments

Corporate and SMME’s

• Pension and Provident fund implementation
• Group Risk Assurance
• Group Health
• Business assurance
• Key-man assurance
• Buy / Sell agreements