Holistic Financial Planning including:

- Pre-and post Retirement planning
- Provision of Death-, Disability-and Trauma cover
- Investment planning
- Drafting of Wills
- "Set Up" of Trusts and advice on financial legal and legacy structures

Benefit Administration and Consulting
  • Designing, implementing and servicing Group Death and Disability structures.

  • Designing, implementing and servicing of Medical Aid Funds and Healthcare related structures.

  • Designing, implementing and servicing of Retirement Fund structures, i.e. Pension or Provident Funds or both.

  • Designing default Investment strategies for Retirement Funds and also enabling individuals to exercise freedom of choice into compiling individual investment strategies within their employer's funds.

  • Designing Funeral benefit strategies and assisting affected employees and families with appropriate cost-effective funeral services.