Our Service Offering
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.
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
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
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
Short Term Insurance
Short term insurance encompasses all types of insurance policies other than life insurance. Amongst others this includes: Vehicle, Property,
Medical Aid
So often people find themselves in despair after a sudden illness or a vehicle accident when they need medical attention, hospitalisation,
Insurance for Professionals
The Professional Provident Society of South Africa is the largest multi-disciplinary group of graduate professionals in the world and is the
Financial Planning
In life we are all aiming to become financially independent. A well-structured financial needs analysis can help you to identify RISKS