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