Services

what we do.

“With Us Your Money Makes You More Money”

1. Advisory

• Financial
• Legal

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2. Counselling

• Life Stage Counselling
• Financial Counselling
• Debt Counselling
• Pre-retirement Counselling

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3. Product Review

• Insurance
• Investments
• Loans
• Medical Aid
• Estate Plans
• Retirement Plans

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4. Employee Education

• Wealth Speaker
• Basic Foundation
• Insurance
• Investments
• Credit
• Retirement
• Estate planning

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5. Fiduciary Services

• Representation
• Agent
• Administrator
• Executor
• Corporate Trustee

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6. Products

• Investments
• Motor Insurance
• Property
• Personal All Risk

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7. Employee Benefits

• Retirement Funds
• Provident Funds
• Group Funeral
• Group Life Assurance
• Medical Aid

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