We are licensed, and accredited to provide financial advice in the following areas:

• Risk protection:
  Life assurance, income protection, disability and dreaded disease
• Healthcare:
  Medical schemes and health assurance
• Investments and Savings:
  Unit trusts, endowments and property syndication
• Retirement planning:
  Pension Funds, Provident Funds, Retirement Annuities, Preservation Fund and Living Annuities
• Business Assurance:
  Keyman assurance and Buy and Sell agreements
• Accounting and Tax planning:
  Tax planning and advice
• Wills:
  Advice, drafting and preparation of wills
• Estate Planning:
  Estate duty, capital gains tax, trusts
• In-House Services:
  Debt consolidation, portfolio analysis, queries and claims