Our Services

INVESTMENTS

We offer a variety of investment solutions on various platforms, whether local or offshore.

LIFE INSURANCE

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.

HEALTH PLANS

We assist with taking out proper medical aid and GAP policies to reduce potential out of pocket expenses.

SHORT-TERM INSURANCE

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

Employee benefits can be arranged to assist companies with cost effective and easy to maintain benefits for their employees. Each individual is still important as part of the whole and we are available for advice on member level.

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.

CORPORATE RISK MANAGMENT

We provide tailored risk solutions to safeguard your business against unforeseen events

WILL AND TESTAMENTS

We assist in drafting legally sound wills that reflect your wishes and protect your loved ones.

ESTATE PLANNING

Our estate planning service helps you structure your assets efficiently to minimise tax, safeguard generational wealth, and ensure smooth transfer of your estate.