LET US WORK FOR YOU
we offer professional advice & sales for
retirement, investment & insurance
YOUR MONEY IS SAFE
As a broker, we do not handle any client funds. All premiums and deposits are paid directly to our credible partners.
Our FEES ARE NEGOTIABLE
Our fees are fully negotiable. We work on a fee structure that will best suit your investment.
YOUR MONEY IS SAFE
As a broker, we do not handle any client funds. All premiums and deposits are paid directly to our credible partners.
Our FEES ARE NEGOTIABLE
Our fees are fully negotiable. We work on a fee structure that will best suit your investment.
being an INDEPENDENT broker is our greatest strength so
retirement planning
- We assist businesses and individuals at every level of their career:
- Pre-retirement
- We will tell you how much you need to retire comfortabilty and guide you on the best way to reach those targets
- At retirement
- We will help you choose the best suitable retirement vehicle for you.
- Post retirement
- We will make sure the vehicle you chose keeps up with your lifestyle and has inflation beating returns
- Pre-retirement
years experience
BBBEE
100% black owned
independent broker
37667
OUR FSP
NUmber
Investments & Savings
We strongly believe in making your money work for you and that can be achieved through savings and investments
Whether saving for your child’s education, dream home or for emergencies, it is important to understand all the savings and investment plans available to you.
We offer advise on the following:
- Tax Free Savings
- Educational Savings Plan
- Endowments
- Unit Trusts
- Money Market
Business Insurance
Insurance is still one of the most effective ways we can protect ourselves from unpredictable events.
We offer solutions on the following:
- Fleet Insurance
- Building Insurance
- Key-man Insurance
- Buy and Sell agreements
- Employee Benefits
- Group Life and Disability Insurance
- Public Liability
- Professional Indemnity Insurance
Start you journey with us today
Book a free consultation now!