Financial Services & Advice
Our Services
Risk Planning
- Life Cover
- Income Protection
- Disability Cover
- Severe Illness
- Retrenchment Protection
Investment Planning
- Unit Trusts
- Exchange Traded Fund (ETF)
- Endowment
- Flexible Investment Option
- Participation bond
- TFSA (Tax free savings account)
- CAPITAL Guaranteed investment
Retirement Planning
- Retirement Annuity
- Preservation Fund
- Living Annuity
- Single & Joint Life Annuity
Healthcare
Medical Aid – We give you access to a variety of medical aid options from a range of leading insurance providers.
Short Term Insurance
- Personal & Commercial Insurance
- Vehicle Cover
- Household Content
- Buildings Insurance
- Personal Assets
Trusts & Wills
Your last will and testament are one of the most important documents you will ever sign during your lifetime.