PLAN - INSURE - INVEST / BEPLAN - VERSEKER - BELE:
Financial Planning by CFP Professional -- Personal and Corporate - Needs Analyses
Short-term Insurance -- Personal & Commercial ( including Body Corporate, Industrial, Agri, Transport and Retail )
Risk, Retirement and Savings Products
Retirement and Savings - personal and schemes incl Groups
We give you low cost access to Unit Trusts, ETF's - with various LISP's ( major investment platforms )
Planning and advice on wills and executors functions.
Contact us for link to partnership support with medical funds
We serve clients all over South Africa, from our two main hubs, Pretoria and Hermanus.