We will assist you in considering your needs and will provide a comprehensive financial life planning process that will meet your financial objectives. The process covers all areas of such as Death, Disability, Retirement, Dreaded Disease, Estate Planning and Investment Planning.
Our current offerings include:
– Local and offshore investments
– Life insurance
– Disability and Dread Disease cover
– Estate Planning
– Late Estate Administration
– Retirement Planning
-Tax and Trust Administration
-Short term insurance
– Key man Policies
– Buy and Sell solutions
– Contingent liability planning
We also refer accounting services needed to a third-party.