Investing
Do you currently save? Are you getting results? Do you want to start saving but think you can’t? Sit down for a no obligation planning session – the worst that can happen is that you may just start saving.
Health Care
We are industry specialists and represent and are supported by all the major medical aid providers – are you currently paying too much? Are you on the correct plan choice? Or do you need to explore the various options to start your new medical aid or hospital plan? There are no additional fees to appoint us as your servicing consultants and your premium will not be cheaper if you go direct – we would greatly value the opportunity to provide you with your family’s health care solutions backed by awesome service – guaranteed!

Salary Protection
Is your salary guaranteed to be paid for the rest of your income earning years if you become unable to work in your chosen career or if you become permanently or temporarily disabled or unable to work? Don’t gamble – your premiums would be tax deductible and your future income guaranteed – NB. This is a specialist service-product and cover must be very carefully calculated and explained before we can issue cover.

Life Cover
Life cover is essentially inexpensive – don’t leave your family wanting for anything – we will help to prepare a financial solution that will determine your exact needs in the event of your or your spouse’s death.

Severe Illness
Heart attack, cancer +- 35 other major illness – your medical aid plan will cover you only while in hospital – ensure you are covered for the many expenses that will follow during your recovery period – which could include claiming on your severe illness cover & on your income protection benefit – call or submit a contact form and we will provide you with a free no obligation planning session in order to establish your exact needs.

Group Services
We provide specialist group administration and services from group medical schemes, life & pension schemes as well as ongoing financial education to your staff and employees.

Wills & Trusts
Often what we refer to as the foundation of your life & financial planning (wills) – we have a highly qualified senior in-house legal advocate who can provide – from a simple will to the most complex detailed will to allow for current tax legislation to help protect your assets from unnecessary tax erosion – if you own your own business with possible multiple properties etc – get your will in order, it’s a whole lot cheaper than paying your families inheritance to the reliever of revenue!

Short-term
If you are unsure whether you’re paying too much for your car or household insurance, let us send you a comparative quote. Our short-term insurance rates are highly competitive, and when it comes to claiming, we will assist you every step of the way.