A mutually beneficial relationship
We offer a variety of investment solutions on various platforms, whether local or offshore. We partner with Miton Optimal to ensure due diligence on all funds chosen and to ensure we stay relevant with what is available to our valued clients.
Life insurance plays a large role in offering our clients liquidity, peace of mind for your family at your demise or just covering your income should you become disabled or suffer a severe illness.
Often members are not on the correct medical aid plans or GAP cover, resulting in huge out of pocket expenses to the member. We assist with taking out proper medical aid and GAP policies to reduce potential out of pocket expenses.
Whether Domestic or Commercial Short term insurance is needed, we can assist with advice and implementation of the policies to ensure you are adequately covered for most unexpected events resulting in a loss.
Employee benefits can be arranged to assist companies with cost effective and easy to maintain benefits for their employees. Although a group benefit, each individual is still important as part of the whole and we are available for advice on member level too.
Valued clients often need services around currency transfers. We have partnered with Currency Partners to assist us as Advisors with the transfer of funds offshore, but also assist our clients on any other forex exchange and transfer needs they may have.