What We Do
If you want to learn more about us, you’re in the right place. Our team is always ready to assist when it comes to securing your financial future.
Our Service Offering
We specialise in both the investment and risk spheres of financial planning for businesses and individuals, and have contracts with most major product providers, which allows us to provide an array of options to suit our client needs. Our extensive expertise and financial planning model will aid you in your bid to secure financial success.
Ensuring that your business is covered against long-term financial risks. This could relate to experience and expertise provided, provision of finance, or funding the purchase of a partner and/or shareholder’s interest in the business. Solutions covered include Business Contingency Insurance, Buy and Sell Agreements, Key Person Insurance and Business Overhead Protection.
Employee benefits are optional, non-wage compensation provided to employees in addition to their normal wages or salaries. These types of benefits may include group insurance benefits like Medical Aid, Life Insurance, Disability Income Protection and Retirement Benefits.
Grow your savings by investing in a wide range of investment solutions, from short-term investments which offer immediate access to funds, to long-term investments. By exposing your company’s profits to potential market-related growth you allow your profits to grow at a rate which generally out-performs inflation in the long-term.
Short term insurance encompasses all types of insurance policies other than life insurance and provides you with cover should you suffer any loss, damage or liability to your property and assets or those of a third party. It includes vehicle, property, household, personal liability, travel and business insurance.
A variety of savings vehicles are available to help you achieve your savings goals for your important future events such as your child’s university studies or even an overseas trip.
There are various retirement annuities available which can be structured to best suit your individual retirement savings needs. Retirement annuities are ideal for people with pension and provident funds looking to supplement existing retirement provision with maximum tax efficiency.
Do You Have A Will?
Death is a sensitive topic in itself, and to have the courts decide how to divide your estate without your input can be a long and excruciating process for your family. Having a Will gives you comfort in the fact that your life’s work and rewards will be distributed and managed according to your wishes.
Speak to us about drafting or updating your Last Will and Testament in line with your wishes.
Contact us today to secure your financial future
Unit C5B, Westlake Square, Westlake Drive, Westlake, 7967
Tel: +27 21 7121198
Fax: +27 21 7128576
Fax: +2786 690 3568
Mobile: +2783 392 2922