Let Us Guide You

Our core purpose is to improve the lives of our clients and their future generations by helping them achieve their financial goals. Taking the time to understand your present position and future goals to best assist us in developing and preparing a bespoke financial plan to realise your objectives, is a key factor in our planning.

What We Offer

Wills & Trusts

Wills & Trusts

Life can be unexpected.  Don’t wait until it’s too late.  Don’t leave your family stranded.  Our legal advisors will ensure that your legacy is...

Retirement Planning

Retirement Planning

Let us help you in determining your retirement income goals, the actions and decisions necessary to achieve those goals.

PPS

PPS

PPS offers tailor-made insurance, investment and healthcare solutions exclusively for graduate professionals with an honours level*/equivalent or...

Motor Vehicle & Household

Motor Vehicle & Household

Let our in-house short-term specialists do the work for you.  We are contracted to all the major short-term insurers in the industry, thus...

Medical Aid

Medical Aid

We provide tailor-made solutions to corporate employers who are looking to provide both primary and tertiary healthcare benefits for their...

Life Assurance

Life Assurance

Leaving a legacy for your loved ones and family is all about planning. Life Cover will take care of your family and financial commitments when you...

Estate Planning

Estate Planning

Losses occurring to one’s home, its contents, loss of use, or loss of other goods.

Cover For Your Pet

Cover For Your Pet

Are you a pet parent? Responsible pet parenting starts here. Let us help you make informed decisions about pet insurance.

Insurance Built Around
your Needs and Requirements

We understand the amount of time and hard work you put into your business.  It makes sense to ensure that you have cover to protect you when life happens.

It is your hard work, your pride and joy, your legacy for your loved ones,

Business insurance can cover you for those unplanned and unexpected risks, so make sure you have the right protection to suit your business size and its needs.