What We Do For Individuals & Families
“We build our legacy piece by piece, and maybe the whole world will remember you or maybe just a couple of people, but you do what you can to make sure you're still around after you're gone.”
David Lowery
Your Legacy
We are famous for shaping and protecting our clients legacy. We consider from the smallest of details to the bigger picture to make sure all angles are covered. Have a look at our range of solutions.
“We build our legacy piece by piece, and maybe the whole world will remember you or maybe just a couple of people, but you do what you can to make sure you're still around after you're gone.”
David Lowery
Your Legacy
We are famous for shaping and protecting our clients legacy. We consider from the smallest of details to the bigger picture to make sure all angles are covered. Have a look at our range of solutions.
Wealth Protection
What can be gained by building a legacy but not having a means to protect it? We want to protect your legacy at all costs.
Life Cover
Losing a loved one takes an ineffable toll. Let us stand in the gap for you and make sure we leave your loved ones financially free.
Disability Cover
It is easier to cover costs when you are able to perform your occupation. But what happens when you lose your capability to perform your duties?
Let us look after your family financially when you can’t.
Critical Illness Cover
We do not wish critical illness for anyone, but we’ve seen too many a times when such an event sets back a family financially in great measure. Don’t become part of this statistic. We want to be able to protect your legacy regardless of what life throws at you.
Income Protection Cover
Do you want to be able to provide for your loved ones even when you become incapable to do so? We can protect your salary if you become incapable to earn it.
Medical Aid
Your health is priceless – rather focus on getting well than paying doctors’ bills. We have a wide range of solutions to meet your medical needs. These solutions stretch across various full medical aids, hospital plans and gap cover.
Short Term Insurance
Should an unforeseen accident occur, we want you to be able to replace / repair those household contents you dearly appreciate or that shiny car in the garage.
Estate Planning
The most important document you will ever sign, is your Will. We provide astute estate planning, giving you peace of mind that your final Will is executed by experts.
Educator Benefit
Education is one of the greatest gifts you can give your child. This benefit ensures that the rest of your child’s school fees are paid for in the event of death or disability.
Wealth Protection
What can be gained by building a legacy but not having a means to protect it? We want to protect your legacy at all costs.
Life Cover
Losing a loved one takes an ineffable toll. Let us stand in the gap for you and make sure we leave your loved ones financially free.
Disability Cover
It is easier to cover costs when you are able to perform your occupation. But what happens when you lose your capability to perform your duties?
Let us look after your family financially when you can’t.
Critical Illness Cover
We do not wish critical illness for anyone, but we’ve seen too many a times when such an event sets back a family financially in great measure. Don’t become part of this statistic. We want to be able to protect your legacy regardless of what life throws at you.
Income Protection Cover
Do you want to be able to provide for your loved ones even when you become incapable to do so? We can protect your salary if you become incapable to earn it.
Medical Aid
Your health is priceless – rather focus on getting well than paying doctors’ bills. We have a wide range of solutions to meet your medical needs. These solutions stretch across various full medical aids, hospital plans and gap cover.
Short Term Insurance
Should an unforeseen accident occur, we want you to be able to replace / repair those household contents you dearly appreciate or that shiny car in the garage.
Estate Planning
The most important document you will ever sign, is your Will. We provide astute estate planning, giving you peace of mind that your final Will is executed by experts.
Educator Benefit
Education is one of the greatest gifts you can give your child. This benefit ensures that the rest of your child’s school fees are paid for in the event of death or disability.
Wealth Creation
Do you have a savings goal? We are “invested” (pun intended) to help you reach this goal.
Long Term Investments
Your retirement is closer than you think. Will you be in a position to enjoy life to the fullest and do those things you never had time for? Our retirement solutions can build your wealth tax efficiently and give you the retirement you dream of.
Medium Term Investments
The best investment philosophy is not the timing of the market, but rather the time in the market. Let us help you to continuously invest with lump sums, monthly savings or both.
Short Term Investments
Our solutions provide you with the opportunity to help grow your investment while allowing flexible accessibility. Whether you are saving for a holiday, home renovation, education fees, etc – we’ve got your back.
Consultancy
Are your tax affairs becoming too difficult to understand and keep track of? Are you planning on entering a partnership but you’re not sure what key elements to look out for? Are you wondering if your investments are structured optimally to enjoy diversification benefits? We have a wealth of knowledge to answer your financial questions via consultation.
Wealth Creation
Do you have a savings goal? We are “invested” (pun intended) to help you reach this goal.
Long Term Investments
Your retirement is closer than you think. Will you be in a position to enjoy life to the fullest and do those things you never had time for? Our retirement solutions can build your wealth tax efficiently and give you the retirement you dream of.
Medium Term Investments
The best investment philosophy is not the timing of the market, but rather the time in the market. Let us help you to continuously invest with lump sums, monthly savings or both.
Short Term Investments
Our solutions provide you with the opportunity to help grow your investment while allowing flexible accessibility. Whether you are saving for a holiday, home renovation, education fees, etc – we’ve got your back.
Consultancy
Are your tax affairs becoming too difficult to understand and keep track of? Are you planning on entering a partnership but you’re not sure what key elements to look out for? Are you wondering if your investments are structured optimally to enjoy diversification benefits? We have a wealth of knowledge to answer your financial questions via consultation.
