Financial Services & Product Offerings
LET YOUR MONEY WORK FOR YOU
Preservation Provident Funds
Preserve your Provident Fund when you have resigned or after a retrenchment. Be in control of your investment funds choices. You also have one withdrawal option before you retire should you need some funds.
Preservation Pension Funds
Preserve your Pension Fund when you have resigned or after a retrenchment. Be in control of your investment funds choices. You also have one withdrawal option before you retire should you need some funds
Tax Free Income Investments
Create a Tax-Free income stream after retirement with a multi access matured investment plan.
Retirement Income Plans
Choose between guaranteed and Flexible investment plans.
Unit Trust Funds
Let the fund managers do the investing when you have no time to check the markets.
Offshore Investments
Get exposure to international shares and currencies like the US$ , Euro and British Pound.
PREPARE FOR THE UNEXPECTED
Disability Temp or Permanent
In the event of temporary incapacity due to illness or an accident, get paid until you recover or for up to 2 years.
Income Protection
When a person is permanently unable to perform one’s duties due to illness or an accident, get an income until age 65.
Dreaded Disease
Get paid up to 100% of the insured amount should you be diagnosed with life threatening dread disease.
Life Assurance
If you have liabilities like debt to settle to prevent your family to pay your debt when you pass away, or need to look after your family and children after you have passed on.
Wills & Trusts
Have you made a wish list to whom you want to leave all your hard earned assets? Let the professionals assist you with your Last Will and Testament so that it does not fall into the wrong hands.
NEED SOME FINANCIAL COACHING?
Budgeting in tough times
Budget yourself to wealth. A unique Budget Delegator Tool that helps to navigate your spending and at the same time analyse your strengths and weakness in money management.
Debt Consolidation
We analyse your debt and assist to consolidate where necessary to take more money home whilst managing your finances.
Retirement Planning
We assist in your retirement planning to maximize your investments.
Financial Goal Setting
This is personal to every individual and we assist in realistic and holistic financial planning to achieve your financial objectives.
Retrenchment Cover
Protect your income up to 60% tax free for up to 6 months after being retrenched. Strict Terms and Conditions apply. NOTE: During pandemics this product may be suspended for a certain period.
Reading Fund Fact Sheets
How to understand Investment Funds and their performance as well as the areas invested in.
INSURANCE FOR PROFESSIONAL
Professional Income Protection
For the busy professional to protect one’s income in the event of temporary or permanent incapacity. Self employed professionals is especially vulnerable when unable to generate an income due to an illness or accident.
Professional Indemnity
In an event of medical malpractice or wrong advice, a professional needs protection against law suites that can destroy their livelihood and practice. Medical Malpractice Insurance
In an event of Medical Malpractice complaints, medical practitioners need protection against law suit that can destroy their profession and practice.
Offshore Investments
For your hard-earned income, have the ability to invest in different offshore investments to either financially emigrate or just to hedge one’s investments.
PERSONAL & BUSINESS SHORT TERM
MOTOR, House Contents & Home Owners Insurance
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Business & Commercial Insurance
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