OUR SERVICES
our services
PRODUCTS THAT WE OFFER
We get to understand your needs and help you build a road map to get to where you want to be.
Financial planning
- How do you best manage your money?
- What kind of insurance products suits your needs?
- How do you best manage your budget?
- How to manage your pension pay-out, distinguish different between GEPF and external funds
- Which is the best way to invest.
Life insurance
- Life covers
- Disability covers
- Dread disease / critical illness covers
- Income protections
- Sickness benefits
Retirement annuities
- Pre- retirement Planning
- Post- retirement Planning
- Preservation pensions and provident
- Employee retirement Planning
Investments
- Long Term investments
- Emergency Funds
- Fixed and Flexible Investments
- Tax-free savings
- Unit trusts
Short term personal and commercial
- Your car insurance
- House and households’ contents
- Liability and accident cover.
Employee benefit Scheme
- We offer a range of employee benefits to institution, small Micro and medium sized enterprise (SMMEs).
- We can help to make healthcare, Risk, retirement benefits for your staff.
Happy families since 2006.
- Are you looking to partner with 17 years experience independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.
