PLAN

 

We offer a professional certified financial planner (CFP®), optimally structuring your estate for the benefit of your loved ones, and solutions for your personal and business financial planning needs.

PERSONAL NEEDS

  • Financial Needs Analyses
  • Savings and Retirement planning
  • Estate planning, advice on wills and executor’s functions.

CORPORATE NEEDS

  • Shareholders and Buy-and-Sell Agreements
  • Insurable interests and contingent liability

INSURE

Structuring your life insurance portfolio to cover the financial risks of death and disability.

Protect yourself against the cost of loss or damage to personal property and belongings.

Insurance solutions to protect your business.

We offer access to wide range of the biggest Insurance company and product.

SHORT-TERM INSURANCE

1. Personal

• Buildings, Contents, Motor vehicles, special all risks, etc.

2. Commercial

• Normal business, Professionals, Body Corporate, Industrial, Agriculture, Transport, Retail and Tourism.

# Specialized products and underwriting on all of the above.

LIFE ASSURANCE

1. Risk Policies

• Death, Disability, Income protection, Severe Illness and expenses needs.

2. Endowment Policies & Retirement Annuities

• Medium to long-term savings and retirement products

INVEST

Saving for your short-, medium- and long term goals through a variety of investment companies, from unit trusts in local and off-shore stocks, to structured savings, endowment and retirement plans

 

DIRECT INVESTMENTS & STRUCTURED PRODUCTS

  • Direct

Get access to listed SHARES via Unit Trusts & ETF’s – with various LISP’s ( major listed investment platforms and fund managers )

    • Off-shore products
    • Tax Free products
    • Structured investments for growth and or income
    • Moneymarkets

Structured

All types of Endowment products, structured for specific needs.

Ready to talk?

Give us a call today, so we can help improve your financial well being.

Let’s Talk