OUR PAGE IS CURRENTLY UNDER CONSTRUCTION!
Please contact us directly for any queries:
Tel: 087 550 5230
And watch this space!
PLAN – INSURE – INVEST / BEPLAN – VERSEKER – BELE:
|PLANNING||Financial Planning by CFP Professional — Personal and Corporate – Needs Analyses|
|INSURANCE||Short-term Insurance — Personal & Commercial ( including Body Corporate, Industrial, Agri, Transport and Retail )|
|LIFE ASSURANCE||Risk, Retirement and Savings Products|
|RETIREMENT||Retirement and Savings – personal and schemes incl Groups|
|INVESTMENTS||We give you low cost access to Unit Trusts, ETF’s – with various LISP’s ( major investment platforms )|
|ESTATE||Planning and advice on wills and executors functions.|
|MEDICAL AID||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.
Ons verseker die Beste ~ We ensure the Best