Service offered
Investments & savings
Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.
Offshore investing
Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.
Pre-retirement planning
Get help making sure you have enough to live on when you stop working.
Retirement income
Get help ensuring that your retirement income covers your costs and lasts your lifetime.
Additional services
Get help protecting you and your family and ensuring future financial support to your beneficiaries.
Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.
Get help ensuring your financial affairs are efficiently structured.
Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.