Our experience extends to providing advice on the following topics: -
Investment Planning i.e. Offshore, Linked, Structured products, Endowments, Unit Trusts, Exchange Traded Funds and Shariah investments.
Retirement Planning i.e. Employee Benefits, RA’s, Provident, Pension, Preservation funds.
Risk Management i.e. Medical Aid, Gap cover, Life and Business assurance.
Short term insurance i.e. Personal, Business, Travel, Event Planning, Marine and most Specialist niche insurance offerings.
Fiduciary Associated Services i.e. Wills, Executorship, Tax referrals, Trusts.
