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.” – Benjamin Franklin

Want to find out more about our services?

Send us a message and we’ll be in touch!