Authorised Financial Services Provider
FSB Registration number:11598
Financial, Investment and Retirement Planning
Our primary purpose is to help you achieve financial freedom, and to this end we offer the following services:
We assist you in your retirement planning to ensure that when you retire you have a life-long income that keeps pace with inflation and ensures a care-free retirement.
Wills and Estate Planning
We will help you plan so that the amount your Estate will pay in Estate Duty and Capital Gains Tax will be kept to a minimum.
We help you grow your capital in accordance with your appetite for risk - Short, Medium and Long term Local and Offshore Investments
We help you to achieve your financial goals by promoting regular monthly savings in a range of investment products.
Insurance for Death, Disability, Dread Diseases, Accident and Impairment
We ensure that there will be enough cash available in the event of an unforeseen accident or illness.
We offer advice and admin support on a range of excellent medical aid funds
It has become common practice for Medical Practitioners to charge in excess of the medical aid tariffs for procedures performed in hospital. The shortfall, which may be substantial, is then payable by you. What is the solution? Either upgrade your medical aid option at a significant increase in premium or self-insure through GAP products to cover these payment shortfalls and co-payments.
We ensure that you obtain the best interest rate in the market for your home loan.
Our Major Business Partners
Sanlam, Old Mutual, Momentum, Liberty ,Allan Gray, Marriott, Complimed, Discovery, Stanlib, Mortgage Alliance, Altrisk, PPS, RMB, Investec.