Services
Services include
Risk and insurance planning – encompasses income protection, life insurance , disability and debility insurance and dread disease cover against cancer, stroke , heart attack and the like.
We use suitable best of breed products chosen from Old Mutual, Liberty, Discovery, Altrisk, Hollard, Momentum and others.
Retirement and Investment planning – encompasses retirement savings using retirement annuities, pension funds, provident funds and deferred compensation packages.
We invest locally and offshore in shares of leading companies like Apple, google, facebook, banks, insurance companies, industrial companies and the like.
Our platforms and asset managers include Allen Gray, Coronation, Glacier, Investo and others leaders in their mandated fields.
Our wills, trusts and estates administration department do all the necessary paperwork to pass wealth on the event of death.
This should give you something to work with for a look later.
We could meet tomorrow at say 8.30 our offices?
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