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Our Products & Services

The services that we offer:
Risk Planning

  • Risk Assurance                                              

  • Income Replacement Assurance

  • Buy and Sell arrangements                        

  • Key Man Assurance                                 

  • Bond Assurance

Investment Planning

  • Unit Trusts

  • Shares

  • Offshore Investments

  • Linked Life Annuities

 

Debt Management

  • Debt restructuring and mediation for private individuals.

  • Debt counselling.

  • Business rescue.

Retirement Planning

  • Retirement Annuities                                        Provident Funds

  • Pensions Funds

  • Living Annuities

  • Defined Benefits

Business Consulting

  • Partnership and shareholder agreements

  • Business development

  • Registration and setup of company and operations.

  • Source seed or angel capital.

  • Source venture capital.

  • Strategy development.

  • Business plans.

  • Accounting and taxation services.

Employee Benefits
Estate Planning

Trusts & Wills

If any of the events below have occurred in your life you need to contact us immediately as your existing will, polices and/or investments may need to be reviewed:

  • Buying/selling property

  • Buying/selling a business

  • Change of job/pay increase

  • Retirement or changes in planned retirement date

  • Had a child or child(ren) have left home

  • Change of marital status

  • Change in personal and/or family circumstances

  • Taking on or paying off debt (eg personal loan, business loan, bond)

  • Death of a family member

  • Inheritance

Any circumstance that might require amendments to your last will and testament

Associated Services:
Accounting & Tax

  • Tax planning and structuring             

  • Financial and Tax compliance                 

  • Cash flow forecasting

 

Medical Insurance

  • Tax planning and structuring             

  • Financial and Tax compliance                 

  • Cash flow forecasting

 

Short Term Insurance

  • Personal and Household            

  • Business Insurance

 

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