Our Services  
 
Funeral Schemes

This speaks for itself; however cover can be arranged without the formality of providing medical evidence of health such as HIV tests etc. Waiting periods will apply.


Invest Capital

For those seeking to invest capital, we provide advice on a wide range of different types of investments, ranging from full discretionary portfolio management, to low risk income plans and guaranteed investments.


Long Term Insurance (Categories A,B & C)

Long term insurance, other wise known as life assurance, or life assurance with risk benefits.

One of the cornerstones of the financial services industry and especially the insurance and wealth management industry, is to provide the public with financial security.



Medical Aids And Health Care Funding

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Personal Retirement And Pension Planning

Retirement annuities are essentially individually owned pension plans giving the same tax deductions for individuals as those contributions made by employers and employees alike under a properly constituted “pension plan”.


Savings Plans To Maximize The Accumulation Of Capital

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School And University Fees Planning

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Short Term Insurance (Personal & Commercial Lines)

Unfortunately we all live in a world of uncertainty and it’s our job to manage our clients’ risk when the unexpected happens. When it comes to short term insurance, it’s our job to know exactly what is expected.


Tax And Trust advice

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Quick Downloads
Broker Statutory Notice Amended 27.08.08

Broker Intermediary Disclosure Amended

 

Short Term - Service Providers
 

Life - Service Providers
 

  Licenced Financial Services Provider - Licence No. 14060
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