Own Your Life Cover
Everyone would appreciate a good start in life, but we all know that only a few are destined for that. I’ve consulted with hundreds of people and I experience it over and over that the main reason for most of our financial struggles is the fact that we haven’t reached financial maturity yet. I want to contribute towards changing that and enable people to understand and realise that life is all about knowledge and choices. I want to inspire you to make some changes in your financial thinking and spending habits to be able to live a better life.
Not many realise that the financial advice they receive about investing their savings has such an enormous impact on the value of their investments over the years. You can invest your savings in different asset classes including shares, bonds, cash, property and alternative investments.
Individual Financial Planning
A financial needs analysis will be completed to give you as a valued client an overview of your financial status. This is a planning tool we use for the following:
- Untimely death
- Temporary or permanent disability
- Severe illness
- Functional or physical impairment
- Retirement planning
Short Term Insurance
Our goal is to give our clients peace of mind. We combine our passion for our clients with the most comprehensive product offerings and reputable services. We specialise in Household, House Owners & Vehicle Insurance, Specialised Business Insurance, Engineering, Contractors all Risk & Plant all Risk Insurance, Specialised Fleet Management, Transport & Goods In Transit Insurance, Professional Indemnity for Doctors, Gynaecologists, Architects and Lawyers.
A trust is a fiduciary arrangement that allows
Corporate financial services for company benefits gives you the professional advice you need to give your employees the best benefits, while still receiving all the necessary tax benefits. We can provide you with a complete corporate financial solution for your company. We have years of experience helping a wide range of companies, from large corporate firms to smaller businesses, in selecting and implementing custom corporate financial benefits.
Business Assurance drives growth, revenue and sustainability by ensuring an appropriate balance of risk management with customer acquisition, retention and experience. A whole range of solutions such as buy and sell structures, key man insurance etc. to suit your business type and needs.
Healthcare / Medical Aid
Healthcare is an extremely specialised industry. Hospital and healthcare costs are escalating rapidly and the options are daunting and often difficult to compare and evaluate. So, whether you have a company that requires a medical aid scheme for employees, or you are an individual who needs health cover we can help you make sense of the options so that you can make an appropriate and
Wellness / Vitality
We are dedicated to enriching all the individuals we touch with total life prosperity. The true reward of life. We are committed to quality and excellence in the service we deliver. We embrace each individual’s unique journey to a healthier and wealthier life through