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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Insurance for Professionals

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

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Financial Planning

Financial Planning

In life we are all aiming to become financially independent. A well-structured financial needs analysis can help you to identify RISKS

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