INDEPENDENT • PROFESSIONAL • INTEGRITY

An Authorised Financial Services Provider FSP 44963

Services Banner

OUR SERVICES

The services we provide reflect the philosophy of our business, to provide comprehensive financial advice to mitigate risk, protect your assets and promote wealth creation.

Employee Benefit Services

  • Premium Benchmarking and Cost Analysis
  • Personalised Service
  • Facilitating annual review meetings.
  • Member Education
  • Payroll Interface

Trust Services

  • Consulting and Advisory Services
  • Trust Management Services

Tax Consulting

  • Consulting and Advisory Services

Savings and investment

  • Endowment Plans
  • Education Savings Plans
  • Tax-Free investments
  • Unit Trusts

Retirement Planning

  • Group Retirement Funds
  • Retirement Annuities

Medial Aid and Funeral

  • Medical Aid Referrals
  • Gap Cover
  • Funeral Cover
  • Group Funeral Products

Risk Products

  • Life insurance
  • Disability Cover
  • Critical illness Cover
  • Bond Cover

Advisory Services

  • Portfolio analysis for individuals / groups
  • Comprehensive Benchmarking exercise for businesses/ organisations
  • Employee Benefit Benchmarking Exercise with Recommendations
  • Annual reviews

THE SWI GROUP ETHICS PLEDGE:
"We endeavour to provide independent, unbiased advice, complemented by superior service levels to all our clients. Our client-centric approach ensures financial solutions that meets your needs, goals and objectives"