SERVICES WE OFFER

Life Assurance

Our Financial Planners provide their clients with independent financial advice and take care to fully understand the needs and goals of each individual client. Each client’s financial position as well as current life stage is taken into consideration in order to provide comprehensive financial solutions and investment strategies that ensure all of our clients’ concerns are addressed, needs are met and goals are achieved.

THESE SOLUTIONS INCLUDE BUT ARE NOT LIMITED TO:

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LIFE ASSURANCE

  • Life Cover
  • Dread Disease Cover
  • Lump Sum Disability Cover
  • Income Protection

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RETIREMENT PLANNING

  • Future Needs Projections and analysis
  • Tax optimization
  • Pre and Post retirement planning and solutions
  • Income Protection

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INVESTMENT SOLUTIONS

  • Detailed Risk profiling
  • Short and long term goal management
  • Regular portfolio reviews
  • Asset management

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ESTATE PLANNING

  • Drafting of wills
  • Safe keeping of wills
  • Winding up of deceased estates

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