Services

services

How I can Help You?

  • Set realistic financial and personal goals
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Put your plan into action and monitor its progress
  • Stay on track to meet changing goals …changing personal circumstances …changing stages of your life …changing products …markets and tax laws

Services Offered

  • Life Insurance Planning including Debt, Wills, Estate Planning and Family Planning
  • Business Assurance (Buy and Sell, Contigent Liability, Key Person) and drafting of legal agreements
  • Income Continuation
  • Dread Disease Planning
  • Disabilty Planning
  • Education Planning
  • Medical Aid
  • Short Term Insurance
  • Retirement
  • Wealth Creation
  • Pension and Provident Fund Preservation
  • Group Risk and Retirement Schemes
  • Trusts and Accounting Services
  • Tax