Financial and Insurance Services

Our Services

How can we help you?
Investment Planning
Investments

We offer investment advice & solutions world-wide within all asset classes for both individuals and companies.

Retirement Planning
Retirement Planning

Let’s guide you to have a comfortable, secure and fun retirement.

Are you on track?

Financial Planning
Financial Planning

Let’s grab coffee and talk about all your Financial Needs and Wishes’ in order to achieve your lifestyle goals and have peace of mind.

Independent advice on Life Insurance
Life Assurance

We offer a range of risk assurance solutions suited to your lifestyle and family needs for both individuals and companies

Wealth Management
Wealth Management

Unlock a World of Investment Opportunities Pro-Actively Managed.

Medical Aid & Gap Cover
Medical Aid

We offer a selective range of medical aid and Gap Cover options relating specifically to your individual and family needs.

Household & Car Insurance
Household & Car Insurance

Our Short Term Insurance section handles all household and car insurance affairs including claims and settlements.

Estate Planning
Estate Planning

We assist clients with Estate Planning and related Fiduciary Services to ensure effective planning for retirement and death.

Register for assistance with your Foreign Tax Clearance and currency transfers to save on exchange rates.