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  • Home
  • What We Offer
    • Corporate Services
      • Health Care
      • Employee Benefits
    • Estate Planning
    • Insurance
      • Risk Cover
      • Short Term Insurance
    • Investments
      • Local Investments
      • Offshore Investments
      • Conservo Product
  • Medical Aid
  • Blog
  • Contact Us
Get a Financial Plan

2021: Controlling Your Finances in the Year Ahead.

2021: Controlling Your Finances in the Year Ahead is certainly challenging given the year we have just lived through. You might find yourself trapped in a debt cycle or earning too little right now to maintain your ideal standard of living. Or perhaps you simply want to get a jump start on saving for a …

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World Economics and Your Pocket

World Economics and Your Pocket

World Economics and Your Pocket is something you need to take a look at. We all agree that 2020 was a strange year, to say the least. And whatever happens in 2021 in the practical fight against COVID-19 – things are looking up as vaccines are beginning to roll out worldwide as the year ends …

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Financial Planning for 2021

Top Tips for Financial Planning for 2021

Top Tips for Financial Planning for 2021 is a must-read. It’s fair to say that the year 2020 has been a tough one. We’re not even sure that rough covers it. This year may have been not so great, but that doesn’t mean the same trend has to extend into 2021. You can make 2021 …

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Money Making and Saving Habits

Money Making and Saving in 2020

Money Making and Saving in 2020 sounds like an impossible task given the world as it is right now! They say that “old habits die hard.” New research, however, shows that it may not take that long to create new ones. According to a study published in the European Journal of Social Psychology, which monitored …

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Top Investment Advice for Strange Times

Top Investment Advice for Strange Times is what you need right now as we live in such uncertain times. Investment is of paramount importance and is entirely necessary for most people in order to enjoy a secure future. Why invest? Investing will provide you with another source of income, help finance your retirement or, in …

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Investing Money Post Coronavirus?

Investing Money Post Coronavirus?

Investing Money Post Coronavirus? Needs to be thought about carefully. Our world has changed and there is no doubt that the coronavirus pandemic has created financial uncertainty for most people. To include widespread unemployment and wild stock market fluctuations. Because of this, and because there’s a lot of confusing and conflicting information out there, it’s …

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Post Covid-19

Creating Wealth Post Covid-19

Creating Wealth Post Covid-19 is certainly a challenge but not insurmountable. The world’s economies have been sent into a tailspin – a very unexpected one – by the COVID-19 pandemic. And while some countries are beginning to see a light at the end of the tunnel in terms of virus control – the pandemic will …

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Financial Adjustments

Financially Adjusting After Lockdown

Financially Adjusting After Lockdown I am sure for many is very hard. COVID-19 lockdown took almost all of us by surprise, and many did not have the contingency plans in place in terms of finances (even though they had probably been advised to in the past). As a result, some people ran into – and …

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Investing Post Coronavirus

Investing Post Coronavirus

Investing Post Coronavirus and what comes next? We are no doubt living in strange times. The COVID-19 coronavirus has spread across the globe quickly and governments and health officials have made a variety of changes to the way we live and work. Global markets have reacted with much more volatility than usual. Global interest rates …

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