Individual Financial Planning Solutions
Our expertise in providing financial security from discretional emergency savings plans to retirement planning allows us to strategically plan and tailor a short, medium, or long term investment plan that meets our client’s exact needs.
Our Services
- Tax-Free Savings Account
- Retirement Annuities
- Endowment Plans
- Pension & Provident Preservation Funds
- Structured Investment Products
- Share Portfolio & Fixed Security Deposits
- Unit Trust & Investment Platforms
- Offshore Investment Options
- Group Stokvel & Institutional Investors
- Short-term Business (Motor, Home Contents & Building Insurance)
“An investment in knowledge pays the best interest.” –