| WEALTH|
We work closely with leading financial services providers to offer investment solutions to individuals and businesses. We pay special attention to fees, in an effort to keep costs as low as possible for our clients. We offer financial planning and expert advice to meet each client's unique needs.
Wealth management
We offer financial planning and advice on a range of investment solutions, including unit trust funds and retirement products.
We also assist with estate planning, wills and trusts.
Life insurance
Our range of personal risk cover solutions for businesses and individuals includes life insurance, disability cover, critical illness cover and income protection.
Group employee benefits
In partnership with Fairtree Capital, we offer clients comprehensive employee benefit solutions.
We provide employers with retirement fund and group risk benefit solutions.
Contact
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