We provide a number of services to Individuals, Business and Trusts. Simply click any service listed below to read more.
Whether you just started working or received a windfall payment, you might want to ask for advice to hear where you should invest and what you can expect from your investment..
Life is great at handing out curve-balls, and having the appropriate risk cover in place will ensure that your loved ones are cared for in your absence.
How much do you need to save, starting today, to achieve your desired standard of living in your golden years?
You have worked your whole life to enjoy the full glory of Retirement, and you deserve to have peace of mind when it comes to your income at retirement.
A well-structured Estate Plan that ensures a smooth transfer of your assets at your death, is worth its weight in gold.
Tax. That word few of us love. Luckily, we are able to help you to ensure that this area of your financial planning is not taxing on your mental energy.
Which Company? Which Plan? Should I take Gap Cover? Hospital Plan only? We are here to help guide you through these questions.
Living financially stress-free does not start with a massive income, it all starts with a properly managed monthly budget. A big income means nothing without the correct expense control.
Ensure that your last wishes are simple and easy to execute when your family deals with the grief of your passing.
The labyrinth of executorship is certainly better executed by professionals who ensure that the passing of a loved one does not turn into an administrative burden.
A well-structured savings vehicle for your employees will ensure that your staff turnaround reduces, and that your employees are looked after at their retirement.
As with Pension Fund Advice, Group Retirement Annuities is the answer for specific businesses looking to encourage saving for retirement amongst employees.
Ensure that your employees and their families are looked after in case of illness, disability or death.
This is a great way to ensure that your employees receive sound advice for their individual Medical Aid needs.
Ensure that the going concern of your business does not get interrupted by events outside of your control.
Trusts require an independent trustee, and with our years of financial experience we are able to provide objective and insightful advice to fellow trustees.
A well-managed and properly structured trust requires significant planning and management whether it has been running for years, or whether it is being set up for the first time.
With increasing scrutiny on the tax payable (or not payable) by trusts, it is vital to have a professional guide you through this seemingly treacherous aspect.
Trusts need to submit financial statements annually to SARS, therefor it is vital to ensure that these are professionally done.
Different trusts have different goals, ranging from capital preservation to income generation. Make sure that the underlying investments are structured correctly to achieve these goals.