A trust is an arrangement whereby a person (a trustee) holds property as its nominal owner for the good of one or more beneficiaries.
A will is a legal document containing instructions as to what should be done with one’s money and property after one’s death.
Insurance is an arrangement by which a company or the state undertakes to provide a guarantee of compensation for specified loss, damage, illness, or death in return for payment of a specified premium.
South Africa has a dual healthcare system, consisting of public and private providers. Private hospitals are used mostly by members of medical schemes or those able to pay for these services out of their own pocket.
Will you be able to retire ? The action or fact of leaving one’s job and ceasing to work.
Using the most advanced technologies available we are able to provide fast and efficient services.
We understand that people don't always budget for things like insurance, we will work with you to define a cost effective and secure solution that suits your pocket.
we will manage your portfolio for you and deal with all the jargon on your behalf leaving you with a quick update in terminology you can clearly understand.
Its very seldom that two people have exactly the same requirements, by performing a financial needs analysis we can tailor make a solution just for you.
Providing us with your information will allow us to understand and explain to you, the shortfalls in your financial planning.
Our solutions are inflation linked, and with the correct investment advice we can help you grow your portfolios and make you money.