Holistic Financial Planning
Giving You Financial Direction
Risk Services Offered
· Life Insurance
· Bond Cover (Life cover to cover your bond)
· Disability Insurance
· Dreaded Disease Cover
· Retrenchment Cover
· Business Insurance (Key man and Partnership Insurance)
· Income Protectors
· Hospital Plans
· Medical Insurance
· Medical Gap Cover
· Medical Aid ( Personal and Corporate )
· Funeral Plans ( Personal and Corporate )
· Short Term Insurance – Motor, Household, Commercial, Business
Financial Planning Products Offered
· Retirement Planning
· Education Provision
· Tax Free Local & Foreign Investments
· Various Investment Products
· Financial Analysis – Investments and Properties
· Servicing of Existing Portfolios
· Lump Sum Investments
· Debt Redemption Plans
· Preserver Plans For Pension & Provident Funds
· Unit Trusts
· Pension & Provident Funds ( Small to Large Enterprises )
· Wills, Trusts, Estate Planning
· Tax Savings Advice
Other Services Offered Include:
· Debt Consolidation – Accessing Funds ( Home Loan Channel)
· Home Loans – New loans, 2nd Loans, Switches
· Business Brokering
· Stock Trading Including CFD’s And Futures
· Business Transactional Finance