We work with all of the major Companies such as Liberty Life, Old Mutual, Coronation etc. Our range includes
RISK Portfolio Management
Life, Disability, loss of income ( temporary and permanent)
Child Education plans .
Estate planning ( Last Will)
Trusts ( Local and offshore)
Short Term Insurance
(Domestic and commercial.)
Old Mutual Wealth
Equity Portfolio management
Choose between Commission related advice or fee based
" Its your choice"
Ask for details and approx costs.
We provide a full income needs analysis service with a risk measure score test at your request. ( terms and conditions do apply)
Please visit our contact page and leave your details we will contact you.
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