Services
Financial Services to Individuals:
Financial and Retirement Planning
Investment Planning and on-going advice
Independent Investment Research
Wills and Estate Planning
Personal Income Tax advice
Death, Disability, Trauma and Critical Illness Cover
Medical Aid Funds / GAP Cover
Financial Services to Employers and Employees:
Pension and Provident Funds
Group Life and Disability Fund
Buy and Sell Agreements for business owners
Group “Total Cost to Company” Advice and Implementation
Payroll Administration Services
Group Medical Aid and GAP CoverGroup
Funeral Cover