Life/Investments

Services - Financial Planning


Retirement Planning
  • Pension / Provident funds
  • Retirement Annuities
  • Preservation Funds
  • Living Annuities

Investment Planning

  • Linked Products
  • Unit Trusts
  • Off-Shore Investments
  • Endowments

Estate Planning

  • Last Will and Testaments
  • Testamentary Trusts
  • Inter Vivos Trusts

Business Assurance

  • Buy and Sell Agreements
  • Keyman Insurance
  • Contingent Liability

Risk Benefit Planning

  • Life Cover
  • Disability Cover
  • Dread Disease Cover
  • Income Protection

Medical Aids

  • Medical Aids
  • Gap Cover