For individuals we offer a range of services aimed at ensuring that the client achieves financial security for themselves and their loved ones.

 

We follow a 7 step process when it comes to developing a comprehensive plan for clients:

 

1. Establish the relationship and scope of services required

2. Gather the necessary information needed

3. Conduct analysis based on the information

4. Rigorously test the initial outcomes of the analysis, and ensure all assumptions are reasonable

5. Develop the plan, and present to the client

6. Implement the agreed plan

7. Ongoing monitoring and evaluation of the plan

 

We offer advice and intermediary services on:

 

• Life Insurance, Disability, Dread Disease and Retrenchment cover

• Investments

• Medical Aid

• Short Term Insurance

• Estate planning (Wills, Trusts)

• Retirement Planning

 

 

Our service model is based on regular interaction with clients in order to build trust and establish a professional working relationship. We host a number of events ranging from educational presentations, to family days, golf days and ladies only events. This allows us to get to know our clients in a less formal environment while at the same time building trust.