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our services



Financial Advisory and Business Consulting





Financial stress is a key factor in workplace safety, ethical decision-making, and healthy labour relations. We make sure you are equipped with essential financial tools to help you survive retrenchment, plan ahead and make the best of a bad situation



Investments funds and Planning





An investment plan is your strategy that encompasses your current financial position and your investment goals. Its important to understand your level of risk and how different funds and markets are performing.



Education funds and Planning





Educational Planning is essential in laying out a student’s academic and ultimate career path every step of the way. EDUCATIONAL PLANNING enables you to make a smooth transition through the different phases of your education.



Retirement and Pension Funds





We strive to understand each retirement fund’s specific needs and how we can support members to achieve their retirement goals.



Lifestyle Protection





We help you maintain your quality of life or adapt to your new way of living by paying for unforeseen costs that may come with life-changing events.



Medical Aid Solutions-Plans





With us you can be assured of best-in-class products combined with exceptional support services to help you make informed decisions about your healthcare cover.



Commercial Insurance, Public Indemnity and Performance Guarantees.





Commercial Insurance helps protect your business from a variety of risks such as damage to your premises, injuries to your employees, business interruption resulting in lost revenue, or other vulnerabilities that are out of your business’s control.



Personal Household Insurance and Professional Indemnity.





Home contents insurance makes sure your valuable possessions that make your house a home are protected against loss and damage. Above and beyond insuring the building you live in, the items that are important to you need adequate cover too.



Estate Planning-Wills Drafting and Executorship Services.





Estate planning means making a plan for everything you own, and everything you owe. We're talking property, cars, jewelry and anything of value as well as investments and debt. It involves making a will, picking guardians for your kids and setting things up so you pay the least amount of tax on your possessions.



Companies and Individual Taxes





If you are considering setting up a business no doubt one of the considerations will be the business tax rates in South Africa. We offer a tailored approach to every client, give practical and direct advice, delivering solutions to help you efficiently and effectively manage your tax affairs



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