We provide Regulation 28 and Discretionary investment portfolios at competitive rates. This is due to the bulking arrangements with our Implemented Consulting Strategy Investment Managers. We offer individual investment choice with investment performance comparisons, reporting and monitoring of benchmarks. Portfolio structure and design is based on need and behavioural bias of the investor.
We give you access to a variety of healthcare, medical aid and gap cover options from a range of leading medical aid schemes and insurance providers. We provide advisory service to formulate solutions such as hospital plans and basic to comprehensive medical aid and gap cover to look after your healthcare needs.
We provide via our third party partner an integrated payroll solution to both new and existing clients. We aim to partner with our clients in providing effective and efficient remuneration functions, using current best practice, whilst understanding each client’s unique requirements.
We will assist you consider 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.
We provide a specialised retirement advisory and servicing platform to effectively manage pension and provident funds. We have an ‘always on’ approach with our partners and clients regarding access to our systems and support this web access by a world class retirement fund advisory and administration service.
We offer unique solutions to cover personal and business assets, and a range of bespoke insurance requirements via our third party partner providers.