Financial Services
For Individuals
Personal Cover
Includes a Financial Needs Analysis, regarding your need for Life Cover, Income Protection, Disability Cover and Income Protection.
Retirement Planning
We take a look at your current position, while determining your requirements for retirement and forumalte a strategy to reach your retirement goals.
Tax Efficient Investing
We utilize multiple different investment tools in order to provide you with the most tax efficient portfolio to align with your short an long term goals.
For Business Owners
Corporate Funds
We specialize in providing tailored corporate funding solutions to help businesses achieve their financial goals efficiently and effectively.
Business Assurance
We offer comprehensive Business Assurance solutions to protect your business and secure its future.
How we can assist
Financial Needs Analysis
Together, we’ll identify your financial goals, assess potential risks, and create tailored solutions to help you achieve financial peace of mind.
Retirement Planning
Let’s ensure your retirement is stress-free by building a strategy that maximizes your savings, minimizes unnecessary fees, and secures your future.
Investment Advice
Plan for your short- and medium-term goals—whether it’s a new car, a dream vacation, or your child’s education. I’ll help you beat inflation while maintaining access to your funds in case of emergencies.
Tax Efficiency
Optimize your portfolio with tools like Retirement Annuities, Tax-Free Savings Accounts, and Unit Trusts to maximize your tax benefits while building wealth.
Estate Planning and Wills
Ensure your loved ones are cared for by creating a solid will and exploring trusts to protect and distribute your assets in a tax-efficient manner.
Medical Aid and Gap Cover
Protect yourself and your family with comprehensive medical aid and gap cover, ensuring you receive the best care without unexpected financial strain.
Short Term Insurance
Think you’re overpaying for insurance? Let me help you find a more competitive quote with the same level of coverage, saving you money without compromising protection.
Employee Benefits / Pension Funds
I’ll guide you in understanding how your company benefits fit into your financial portfolio. I also assist businesses in setting up employee benefit programs that attract and retain talent.
Business Assurance
Secure your business with solutions like Key Man Insurance, Buy-and-Sell Agreements, and Preferred Compensation strategies to manage risks effectively.
Home Loans
Whether you’re purchasing a new home or looking to reduce your interest rate, I’ll help you secure the best possible loan tailored to your needs.