We offer a wide range of financial advice and services to achieve your financial goals.
Our range of services includes the following:
- Retirement Planning
This includes both pre and post retirement planning. Retirement Annuities, Endowments, Share Portfolios and Unit Trusts all form part of our solution.
- Investment Planning
This will help in achieving your short and medium term goals.
Dependant on tax efficiency and personal needs, we offer you a wide range of investment options.
This includes the following:
– Share Investments
– Unit Trusts
– ETF (Equity Traded Funds)
– Endowments
– Property Investments
- Estate Planning
Your estate will eventually be in the hands of an Executor. Ensure you have a plan in place for the smooth execution of your estate. Trust and wills are included under our estate planning services.
- Life Insurance (Death & Disability)
We all live with some degree of uncertainty in life. Will you still maintain an income should you contract a life-threatening disease, have a debilitating accident or become disabled? These are life events that we can’t predict, so ensure you are prepared in the event that it should happen.
- Tax Planning
Tax forms an integral part in every aspect of financial planning, we offer tax return completion on request for our valued clients.