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.

Premium Benchmarking and Cost Analysis

Personalised Service

Facilitating annual review meetings

Member Education

Payroll Interface

Consulting and advisory services

Trust Management Services

Vehicle Cover

Household Insurance

Commercial Cover

Consulting and advisory services

Endowment Plans

Education SAvings Plans

Tax-free investments

Unit Trusts

Group Retirement Funds

Retirement Annuities

Medical Aid

Gap Cover

Funeral Cover

Group Funeral Products

Life Insurance

Disability Cover

Critical Illness cover

Bond cover

Portfolio analysis for individuals / groups

Comprehensive Benchmarking exercise for businesses/ organisations

Employee Benefit Benchmarking Exercise with Recomendations

Annual reviews