Our Products and Services

A simplified list of financial products are included for your convenience (but not limited to it).

PERSONAL RISK PORTFOLIO:

• Life cover
• Disability Cover
• Dreaded Disease Cover
• Income Protection
• Bond Assurance
• Term Assurance
• Funeral Cover
• Family Cover
• Accidental Cover

BUSINESS RISK PORTFOLIO:

• Buy and Sell Cover
• Key Person Cover
• Contingent Liability Cover

EMPLOYEE BENEFITS:

• Group schemes
• Medical funds

 

INVESTMENT PORTFOLIO:

• Pre-retirement Planning
• Post-retirement Planning
• Collective Investments
• Endowments
• Savings Plans
• Share Trading
• Linked Investment Plans
• Offshore Investments

SHORT- TERM ASSURANCE

 • Household
• Vehicles
• Property
• Travel
• Emergency Transport
• Professional Indemnity Insurance

Investments

  • Retirement
  • Special objectives
  • Education plans
  • Analysis of needs
  • Tax implications
  • JSE Shares

 
ESTATE PLANNING

• Family Trusts
• Investment Trusts