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 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)
Retrenchment plans
Child Education plans .
Estate planning ( Last Will) 
Retirement Planning.
Retirement Annuities.
Pension Funds 
Provident Funds 
Trusts ( Local and offshore) 
Medical Aid 



Short Term Insurance

(Domestic and commercial.) 
 



INVESTMENTS.

Old Mutual Wealth  
Coronation 
Bespoke funds 
Unit Trusts 
Equity Portfolio management 
Gold Bullion 



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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View our links

http://www.oldmutual.com 
http://libertylife.co.za

 

Mark Twain said: " Twenty years from now you will be more dissapointed by the the things you didnt do, rather than by the things you did do."

 





 

 
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