Risk Planning (e.g. life, disability, dread disease)
Retirement Planning
• Pre-Retirement Investment Planning (RA’s)
• Post Retirement Investment Planning (Income and Growth Plans)
Estate planning (Legal Advice)
Investment Planning (Incl. Unit Trust, Link Products)
• Voluntary Investments (Monthly & Lump Sum)
• Compulsory Investments
Offshore Investments
Wills and Updates
Business Assurance
Employee Benefits
Pension
Provident Fund
GEPF (Government Employee Pension Fund)
Our team members are highly trained and qualified to give you the financial advise you require. We are passionate about building people through wealth management and private investment.
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Director | Director |
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