SERVICES OFFERED
We offer sound financial advice and exceptional service to clients on:
- – Investments
- – Health Insurance
- – Estate planning including wills and testaments
- – Retirement planning
- – Death and Disability planning
- – Short Term Insurance
- – Business assurance and setting up of company benefits such as medical aid, pension and provident funds
- – Income tax services with a focus on preparing and submitting personal tax returns
ASSOCIATED COMPANIES
We are authorised and accredited to market the products of the following companies:
- – Long Term: Clientele Life, Discovery Life, Hollard, Liberty Life, Momentum, Old Mutual, PPS (Professional Provident Society), Sanlam
- – Short Term: Discovery Insure, Momentum Short Term, PPS Short Term, Santam
- – Investments: Allan Gray, Brightrock, Coronation, Investec AM, iTransact, PSG Future Wealth, Satrix, Stanlib