Ready to start building your
financial future?

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    Providing Independent Financial Advice to clients by providing an advice platform and support to Advisers enabling individual tailored solutions. We help build dreams. Registered Authorised Financial Services Provider FSP 44990.

    Contact Info

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    Our Services

    [ Putting you at the core ]

    We've built our business around being a one-stop solution.

    Short Term

    Let's face it, unexpected things happen... Short Term Insurance covers personal belongings such as your car, phone and house.

    Life Insurance

    We have a great selection of policies to choose from that ensure your loved ones are well looked after when you pass on.

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    Investment

    From shares and stocks, to offshore and more - we have an excellent team ready to help you get started with your investment dreams.

    Medical Aid

    Depending on your selection, medical-aid's will cover the majority of your medical expenses. We can help you find the most beneficial one.

    time is money
    Short Term Commercial & Personal

    Insure your assets, whether at home or at the office. Your car to your computers. We have contracts with all insurers and for specialist risks. Hospitality, Engineering, aviation, marine and other medical malpractice indemnity insurance

    Business Finance
    Corporate Finance & Partners

    Are you buying or selling a business? Or considering listing or expanding internationally? Let our team of seasoned professionals guide you through these turbulent waters.

    Investment
    Investments, Local & Global

    From unit trusts to endowments from share portfolios to guaranteed funds. Let us craft a balanced portfolio exposing you to property, equities, bonds and cash in £, $, € , ¥ and even in Rands onshore and offshore in the international markets.

    Funerals Insurance
    Wills, Trusts and Estates

    Let our team of specialists advise, scope and execute on your will via our contracted product providers. Let us manage your trusts and, as executors of your estate, ensure that your heirs and beneficiaries get exactly what you wanted for them and had planned. We utilise unique solutions to ensure maximum tax efficiency and liquidity to pay estate duty, transfer fees and executor fees make this a must have conversation. Don’t get caught without having done this planning and paperwork and sleep well knowing that your loved ones the next generation are accounted for.

    health
    Health & Pension

    Every person needs health care cover from medical aid to top up gal cover we can assist. And then there is your old age, let us help you establish a pension fund or manage your existing fund more cost effectively and ensuring best returns. Time will compound the investment but you need to start the process. We can set you up.

    Strategy
    Risk Benefit Management

    We all need to protect our income in the event of an accident, sickness or loss of a body part. And then there are the cancers, strokes and heart attacks that we all know happen. We protect all these eventualities with best of breed life insurance products from our multiple product providers. Why not get a comparative quote for what you currently covered for...we are sure you will either save premium, get more value for money and the best latest industry benefits.

    [ Our Process]

    We're there with you, for you.

    • 01
      Establish

      We like to begin by first establishing our relationship with you.

    • 02
      Analyse

      After collecting your information, we analyse and asses your financial status.

    • 03
      Develop

      We then develop tailored financial planning recommendations.

    • Analytics 04
      Review

      On a yearly basis we'll conduct a review or if there are any financial changes.

    [ Accredited Product Providers]

    We provide you with only the best

    Ready to start building your financial future?

    We take care of all the admin and worries for you, so that you can enjoy living your best life. By advising you on how to reach your financial goals, we help ensure that you and your family are well taken care of, no matter what life has to throw at you.

    Speak to us today