Your life without any worries

SOLUTIONS FOR INDIVIDUALS

With our knowledge, expertise and resources, we develop advanced, customised solutions that better enable our clients to manage their unique portfolio.

Estate Planning
Estate Planning

Estate planning is an ongoing process throughout one’s life, and should be started as soon as one has any form of measurable asset.
As life progresses and goals change, the estate plan should adapt to be in line with new goals.

Health Care
Health Care

Health care is a specialised and complex industry. Hospital and health care costs are escalating rapidly and the options can be daunting and often difficult to compare and evaluate.

Retirement Planning
Retirement Planning

Retirement is one of the most important life events we will ever experience and planning for your personal and financial needs after retirement is a must. Planning for a realistic and comfortable retirement is an ongoing process that takes sensible planning and persistence. Even once you’ve retired, managing your finances is an ongoing responsibility that lasts for the rest of your life

Financial Advice
Financial Advice

Obtaining sound financial advice for where to invest your savings is critical for getting the best value from your investments over time. Choose the right financial planner to assist you.

Unit Trust
Unit Trust

A unit trust allows investors with similar objectives to pool their money in a portfolio for the purchase of underlying securities. This enables you to buy into a diversified portfolio of shares, bonds, money market and other financial instruments you would not normally have access to as an individual.

Trusts
Trusts

A trust is an arrangement that allows someone to hold assets without owning them, for the benefit of specific trust beneficiaries. It is a great tool for minimising estate duty, for protecting underage inheritors (beneficiaries) and to defer capital gains tax.

Life Insurance
Life Insurance

Planning for your untimely death can help to protect the livelihood of your dependants. A thorough needs analysis of your dependents is carried out to ensure their financial needs are taken care in the unfortunate event of your death.

Disability & Dread Disease Cover
Disability & Dread Disease Cover

In the event that you become disabled or contract a dread disease, it is imperative that you have cover that can replace your income and provide for your medical expenses, should you no longer be able to provide for them for yourself. Unlike death cover, disability and dread disease cover is based on the life assured and not the dependants.

Protect your Income
Protect your Income

Income protection ensures that you do not have a shortfall in cash flow if you are unable to work due to an injury, illness or disability. This is vital if you have dependents who rely on your income to survive.

Cover for Severe Illness
Cover for Severe Illness

In the event that you contract a severe illness, this type of cover ensures that you have sufficient finances to support yourself. For example, it can cover the expense of being cared for at home, modifications to your home or lifestyle as a result of severe illness or early retirement.

Legal Insurance
Legal Insurance

Legal insurance ensures that should you need legal consult for matters relating to the law, this cover will help cover those expenses.

Funeral Cover
Funeral Cover

Funeral cover is seldom considered until the time comes to organise a funeral. Funerals can be extremely costly! The problem is that access to funds is temporarily suspended until such time as the estate is wound up. So our team can help you choose the best cover to suite your family needs.

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Frequently Asked Questions

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Why should I take a Life Cover?

Life assurance provides protection in the event of death in the form of payment to the beneficiary. This enables such beneficiaries to maintain their lifestyles as they were before the demise of the policy holder.
Ask yourself, what will happen to your loved ones in the event of your death? How will their lives change?
Now ask yourself, how do I prevent that?

Why should I spend money on a financial advisor?
What Life Assurance Products are suitable for me?
I am already in debt. How can I afford a financial advisor?
How do I get Life Cover?

About us

A STRATEGIC PARTNER WHO UNDERSTANDS YOUR BUSINESS

The changeable nature of the insurance industry and the marketplace as a whole presents a number of challenges to insurers, as they launch new products with limited or prohibitively expensive technical and administrative internal resources. We are managed by insurance industry veterans who provide you with the tools and resources to scale up quickly and capture opportunities in the marketplace without hiring in-house staff, while ensuring that the customer experience continues to meet your high quality standards.

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