1. Life Insurance
Personal life assurance is generally taken out to cover your changing risk needs as you progress through life. It's an insurance policy that, in return for the payment of regular premiums, pays a lump sum on the death of the insured. In addition to life cover, your Life Assurance should be flexible and adaptable, covering you not only on death but also on disability or severe illness.
- Business consulting
- Buy and Sell agreements
- Key Man Assurance Contracts
- Contingent Liability Contracts
- Retirement Funds
- Life Assurance
- Functional Impairment
- Disability Lump Sum
- Professional Income Replacement
- Medical Assurance
- Traumatic Diseases
- Hospital Cover
- Accident Cover
2. Employee Benefits
- Medical Aid Schemes
- Pension Funds
- Provident Funds
- Group Life Insurance
- Funeral Cover
3. Short Term Insurance
- Domestic
- Commercial
- Trucks & Goods in Transit
- Agricultural - Farming
- Marine
- Special Risk Insurance
- Liabilities
4. Investment Planning & Other Services
Adhering to legislation all staff members rendering advice to our clients are registered with the Financial Services Board and accredited to advise regarding relevant products and services.
- Geared Listed Property Investment
- Investments
- Trusts
- Estate Planning
- Personal Financial Analysis and Solutions
- Wills
5. Offshore Investments
- Australian Property Investments
- Offshore Unit Trusts
- Offshore Share Portfolios
- Offshore Family Trusts
- Offshore Financial Solutions
Contact us for more information.
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