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Our Service Offering


Investments

Investments

We all dream of beating the market and being super-investors and we spend an inordinate amount of time and resources in this endeavour.

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Risk Planning

Risk Planning

We are all human… This means we will die, we may become disabled, we may suffer from a dread disease. We may have dependants, and we may

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Wills and Testaments

Wills and Testaments

Do you have a Will? Is it executable? Your will lets you decide what happens to your money, property and possessions after your death. A will

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Offshore Investments

Offshore Investments

Interested in moving your money offshore? We have a range of investment strategies and products for you to choose from, to meet your precise needs

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Short Term Insurance

Short Term Insurance

Short term insurance encompasses all types of insurance policies other than life insurance. Amongst others this includes: Vehicle, Property,

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Medical Aid

Medical Aid

So often people find themselves in despair after a sudden illness or a vehicle accident when they need medical attention, hospitalisation,

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Planning with Purpose


We pride ourselves in offering our clients responsive, competent and excellent service. You, the client, is the most important part of our business, and we work tirelessly to ensure your complete satisfaction, now and for as long as you are our client.

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