We are a group of independent professionals, advising on specialist areas of the financial services market. In line with our name, we strive to grow your wealth by delivering the following services:
Financial Services to Individuals:
• Financial and Retirement Planning
• Investment Planning and on-going advice
• Independent Investment Research
• Wills and Estate Planning
• Personal Income Tax adv
ice
• Death, Disability, Trauma and Critical Illness Cover
• Medical Aid Funds / GAP Cover
• Santam Short-Term Insurance
Financial Services to Employers and Employees:
• Pension and Provident Funds
• Group Life and Disability Fund
• Buy and Sell Agreements for business owners
• Group “Total Cost to Company” Advice and Implementation
• Payroll Administration Services
• Group Medical Aid and GAP Cover
• Group Funeral Cover
