Financial Services

Financial Services and Products


Estate planning is a way to structure your financial affairs. It ensures that your estate value is maximised for the benefit of those you leave behind.
Read more about Estate Planning



A Will is a legal declaration to ensure that your wishes are carried out upon your death, and that your assets are distributed accordingly.
Read more about Last Will & Testament



Business assurance protects your business against loss. It acts to manage your risks to ensure the long-term success of your business.
Read more about Business Assurance



Individual Risk Insurance allows you to meet your financial needs in unforeseen circumstances. It will ensure that your loved ones are not left in financial hardship should something happen to you.
Read more about Individual Risk Insurance



A comprehensive medical plan affords you the best medical care and cover. You will save considerable amounts of money in the event of illness or injury.

Gap cover is an insurance that covers the difference between your medical aid rates and private rates. It will ensure that all your medical expenses are fully paid out.
Read more about Medical Aid and Gap Cover



Investment planning helps to create long-term wealth. You can determine the best investment strategies according to your financial goals. Offshore investments allow you to invest your money in a country outside of South Africa. You are able to manage your assets and increase your global investment opportunities.
Read more about Investments



Retirement planning will guarantee that you put away enough money for your retirement. You will be able to support your lifestyle with a steady income once you stop working.
Read more about Retirement Planning




Insurance is important in the risk management of your finances. You will be covered should something unexpected happen.
Read more about Short-Term Insurance


Corporate Governance

We are licensed in Category 1 with the following sub-categories:

  • Category A, B1, B2 and C
  • Retail pension benefits
  • Pension benefits (excluding retail)
  • Securities and instruments
  • Debentures and securitised debt
  • Participatory interests in collective investment schemes
  • Health service benefits


Contracted Companies

  • Liberty Life
  • Liberty Health
  • Altrisk
  • Sanlam
  • Momentum
  • Echelon Private Clients
  • Allan Gray
  • Stanlib
  • Glacier Investments
  • Investec

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