The Financial advice is based on personal and financial information that is provided by you including your lifestyle goals, priorities, concerns and objectives.
Financial advice services include evaluation of:
Income and expenses
Assets and liabilities
Short term savings
debt management
Emergency funds
Taxation
Insurance Planning
Insurance Planning
Insurance planning is a wealth protection process that includes assessment of the likely needs of your loved ones in the event of you meeting with premature death, disability, dreaded disease or loss of income.
Products offered are:
Life cover
Lump sum disability
Temporary disability income
Dreaded disease cover
Sickness benefits
Loss of income cover
videos to view
Life cover
Life insurance
Investment Planning
Investment planning is a wealth creation and accumulation process that includes assessing your risk profile, risk tolerance and risk capacity and then mapping the outcomes into tailored asset allocation and selection of suitable fund managers.
Products offered are:
Unit trust investments
Education policies
Sinking funds
Exchange traded funds
Linked-investments service providers (LISPs)
Retirement Planning
Retirement planning is a wealth accumulation process that includes determining your pre- and post- retirement planning needs and your pre-determined lifestyle goals.
Products offered are:
Retirement annuities
Preservation funds
Living annuity funds
Voluntary annuity funds
Pension funds
Provident funds
Estate Planning
Estate planning is a wealth transfer process that is aimed at leaving a legacy to loved ones and ensuring inter-generational preservation of that legacy.
Services offered are:
Estate analysis
Testamentary wills
Family trusts
Business trust
Property trusts
Executorship services & trusteeship services
Corporate Financial Planning
Corporate Financial Planning is a wealth creation and protection process that includes among others protecting against a financial blow that a company may suffer when it loses their key employees or death of a business partner.
