We are a leading Financial Servicing Company who strives to make a difference in our client’s lives. We advise our clients with honesty, respect, and we honour the confidentiality of our relationships. People often wonder what the purpose of using a financial advisor is. A financial advisor is often linked or regarded as an insurance salesman whose e-mails or phone calls you must always ignore. This is a truly sad outcome as a Financial Advisor should rather be looked upon as a mentor and friend, who’s only objective is to ensure you financial security through financial planning. We endeavour to advise our clients on a broad spectrum of financial products and services, we specialise in the following:
risk_cover

Risk Cover

The mere idea of buying something that one cannot touch, feel, put on, eat or generally enjoy is not a nice one – maybe it’s in the human psyche to want a sensory experience as reward for money spent!…

savings_ivestment

Savings and Investments

It is a common ailment of salespeople in the various financial services industries to regard their product (only) as the end-all and be-all of financial advice. We feel that this kind of advice is irresponsible and maybe the cause of…

pension_annuitites

Pension and Annuities

Writing about a subject as broad and controversial as pension funds is very daunting indeed. Not only are there many controversial issues abound, but because pensions (be it the contributions or the benefits paid out)…

business_assurance

Business Assurance

In essence business assurance consist the same ingredients as assurance for individuals – life, endowments, retirement provision etc. The difference is the tax aspect and special legal arrangements that can be made to…

short_term_insurance

Short Term Insurance

Short term insurance ( In ) Assurance (as in life assurance) suggests certainty – something that is irrefutable – that can not be challenged e.g. one day you will die. Insurance, on the other hand is not as definite. It…

medical_schemes

Medical Schemes

The basics of deciding which Option to choose unfortunately are largely determined by rands and cents, i.e. affordability. But it is also important to understand the different types of Options and the benefits they each…