We work with all leading pension and provident fund providers which allows us to compare and provide you with the best solutions based on your unique circumstances.
In addition to group risk benefits our focus is maximise contributions to retirement savings by reducing unnecessary expenditure. A one percent difference in fees has an enormous impact in the long term.
Our experts will guide through appropriate investments strategies based on your individual life stage whilst keeping asset management and administration fees to an absolute minimum.
Our administration team will ensure hassle free service and provide you with on-line access simplifying the entire process.
Contact Us Today for a no Obligation Consultation
Call one of our consultants today on 031 350 4580
Our Professional Independent Consultants.. “Provide You with the Best Investment, Insurance & Medical Aid Advice at the Right Price”
Offshore Investing Made Easy
In a time when market volatility in South Africa is a major concern, and the Rand is less than stable, savvy investors realise that diversifying their portfolio into offshore investments can be an excellent way to maximize the potential of their investments.
Do you Have a Valid Will?
Under South African law, a person who dies without making a Will leaves their estate to be distributed according to Intestate Succession. This essentially means that the Government - following standard hieratical rules - will decide how your estate is settled.
Plan your future on your coffee break
Let us help you take control of your financial future. Give us information about your personal circumstances, risk preference and savings objectives. We will build a fully diversified investment portfolio uniquely suited to your needs.