We offer a wide veriaty of products designed to meet the modern day finacial planning requirements in the following fields:
(1) Life Cover
(2) Retirement Planning
(3) Retirement Provions structuring at retirement in order to provide the best possible benefits.
(4) Disability and income protection
(5) Funeral cover
(6) Invetsment Structuring to provide the best possible returns for your funds while at the same time being tax effective.
(7) an independant review of your current portfolio with recomendations on how to improve it if required.
(8) Short Term insurance (Car and Household)
(9) Specilized Cover for Cyber CRIME including Cyber Bulling
(10) Legacy and Will Provisions
(11) Company Formations and administration (ie company amendments, Levy Payments etc)
(12) Bye and Sell agremments (Partnership and Shareholders Agreements)
(13) Trust Formation
(14) Estate Planning
(15) Section 12J Investments
AS ALL PRODUCTS ARE TAYLORED TO INDIVIDUAL REQUIREMENTS NO DIRECT ADVICE IS GIVEN VIA THIS SITE.
IT IS THEREFORE RECOMENDED THAT AN CONSULTATION APPOINTMENT IS SET UP WITH YOU AT YOUR HOME .
HOWEVER PRIOR TO BOOKING AN APPOINTMENT YOU SHOULD BE AWARE THAT CONSULTATIONS ARE CHARGED FOR AT A RATE OF R600 BUT SHOULD OUR RECOMENDATIONS BE IMPLEMENTED THESE FEES ARE WAVED BUT ARE SUBJUCT TO OUR NORMAL TERMS AND CONDITIONS CONTAINED IN OUR MANDATE WHICH WILL BE SENT TO YOU WHEN AN APOINTMENT IS BOOKED.