
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

Short Term
Vehicle Cover
Household Insurance
Commercial Cover

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

Medical Aid and Funeral
Medical Aid
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 Recomendations
Annual reviews