Services

We provide Independent Financial Planning / Advice as well as the related Intermediary Services. This we do in terms of our Financial Services Board license (no : 35094) in respect of the following:

Retirement & Estate Planning

Pension Funds, Provident Funds, Retirement Annuities, Life Annuities, Living Annuities, Trusts & Wills.

Investment Planning

Equities, Unit Trusts, Exchange Traded Funds (ETF’s), Endowments.

Life Assurance

Life cover, Lump Sum Disability cover, Income Disability cover, Severe Illness, Bond cover (term cover).

Healthcare

Medical Aid, Gap cover (refer only).

Employee Benefits

Group Schemes including Pension Funds, Provident Funds, Risk cover, Funeral cover, etc

Major Providers used (Inter alia):

• Allan Gray
• Ashburton
• Bonitas
• Cadiz
• Discovery
• FedGroup
• Investec
• iTransact
• Liberty
• Momentum
• Old Mutual
• PPS
• RMB
• Sanlam