Expanding Services

Our services as Professional Independent Financial Consultants has expanded exponentially.

We have identified our clients’ needs and formed enviable relationships with the top service providers in their fields. We will continue to extend our services to bring you the most suited, cutting edge Financial Solutions available to date.

A brief summary of our platform:

Risk and Investment Solutions
Are your Financial goals and priorities clearly identified? Have we reviewed your strategy recently? We will ensure that you have the best benefits available by offering tailor made solutions from multiple leading Life Insurers.

Management of Discovery Vitality Wellness & Rewards Program
Have you reached Gold Status yet? We will assist you in unlocking the true potential of this fantastic rewards program. Join us during the next Vitality Fitness day, 6 November, at our offices and get to Gold status quickly!

In house Short Term insurance
Did you assets appreciate/depreciate during the year? Have you adjusted your short term insurance accordingly? With over 25 years experience, our in house short term broker will provide very competitive rates to individuals and businesses alike.

Administration of Employee Benefit Solutions - Retirement Benefits, Risk Benefits and Investments
Transactional banking services such as Debit orders and EFT’s at reduced rates.
Fractional ownership solutions in high net worth Assets, like property, super cars, yachts etc.
Business Asset and Debtors Finance
Tailor made portfolios of rare Gold Coins
Commercial and Industrial Property Investments
Administration of Estates, Trusts, Last Will & Testaments

Contact me for an urgent review of your strategy or should you require further information about our specialized services.