Our Services

• Life Planning – Insuring yourself in the event of your untimely death or disablement. Providing cover for the expenses which are not covered by your Medical Aid in the event of contracting a severe illness.
• Pre-Retirement Planning – Ensuring that you are making adequate provision for your retirement including Medical Aid prefunding. Proper use of Preservation Funds and Retirement Annuities in order to preserve and grow your capital should you resign, be retrenched or leave your current employment.
• Post-Retirement Planning – Generating income from the capital you have at your disposal upon retirement in the most tax efficient way for your circumstances.
• Investments – Applying your excess capital in order to protect its buying power and to achieve capital growth over time while still taking into account your tolerance for risk.

•Pension, Provident and group benefits – Risk and retirement benefits for your staff which helps to secure a stable and productive workforce