Description:
We are a team of uniquely experienced
advisors who can provide you with holistic
financial solutions. We have established
ourselves nationally with branches in the all
the major cities.
We are committed in complying with the
Financial Advisory & Intermediary Services
Act (FAIS) since the purpose of the Act is to
protect you, our client.
Our divisions have experience in providing
advice on the following:
· Life Assurance
· Short Term Insurance
· Cell Captive
· Finance
· Offshore Investments
· Health
· Corporate Benefit
SPECIFIC EXPERTISE
· Life and disability
· Income protection
· Medical aid
· Retirement planning
· Investments
· Trust / Estate planning
· Wills
· Business and partnership
assurance
· Keyman assurance
· Buy and sell agreements
· Deferred compensation
· Group risk solutions
· Pension and provident
funds