OUR SERVICES, PRODUCTS & SOLUTIONS
Financial Planning
We help you with your financial planning to reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement.
Insurance Planning
We assist our clients process or plan for unforeseen events like death, disability or severe illness of a breadwinner or business owner.
Risk Management
We assist you in identifying, assessing and controlling threats to an organisation’s capital and earnings. These risks stem from a variety of sources including financial uncertainties, legal liabilities, technology issues e.t.c
Employee Benefits Planning
The purpose of employee benefit plan is to increase the economic security of employee, and in doing so, improve worker retention across an organisation.
Retirement Planning
We put together financial strategies of saving, investments, and ultimately distributing money meant to sustain oneself during retirement.
Tax Planning
Taxes are complicated and tax relief cannot be viewed in isolation. Tax planning is an essential part of a financial plan.
Short Term Insurance : Household & Home
Our short-term insurance is designed to fit your life and assist you as life happens around you. Get cover for theft, accident or third-party liability.
Estate Planning
We arrange and manage your assets during your lifetime so that when you die, your estate is transferred in accordance with your wishes.
Investment Management
We handle financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
Medical Aid
Medical aid is a form of insurance that you pay monthly for, for any medical related expenses- from doctors visits, to hospital visits, surgeries or medicinal purchases.
Primary Care
Primary care services provide the first point of contact in the healthcare system, acting as the ‘front door’ of the NHS. Primary care includes general practice, community pharmacy, dental, and optometry (eye health) services.
Gap Covers
Gap cover serves to cover shortfalls where doctors charge above medical aid rate, and where medical aid pays up to their specified rate from the Risk or hospital benefit. Gap cover cannot provide cover where medical aid does not pay towards a procedure or covers the full amount for a procedure.