Services
WE PERSONALISE THE MEANING OF WEALTH
We design financial solutions that are as unique as you
[elementor-element k="c8e7fbab4da48c8c8649d9b1574c6ddf" data="eyJpZCI6IjE1YWRiMjM1IiwiZWxUeXBlIjoid2lkZ2V0Iiwic2V0dGluZ3MiOnsiZWRpdG9yIjoiPHA+QXQgU2lzZWtvIEZpbmFuY2lhbCBTb2x1dGlvbnMsIHdlIHNwZWNpYWxpemUgaW4gcHJvdmlkaW5nIDxzdHJvbmc+dGFpbG9yZWQgZmluYW5jaWFsIHNvbHV0aW9uczxcL3N0cm9uZz4gZGVzaWduZWQgdG8gbWVldCB5b3VyIHVuaXF1ZSBuZWVkcyBhbmQgZ29hbHMuIFdoZXRoZXIgeW91J3JlIGxvb2tpbmcgdG8gc2VjdXJlIHlvdXIgZnV0dXJlIHdpdGggbGlmZSBpbnN1cmFuY2UsIHBsYW4gZm9yIHlvdXIgcmV0aXJlbWVudCwgb3IgZW5oYW5jZSB5b3VyIGZpbmFuY2lhbCBsaXRlcmFjeSwgb3VyIGV4cGVydCB0ZWFtIGlzIGNvbW1pdHRlZCB0byBoZWxwaW5nIHlvdSBidWlsZCBhIHNvbGlkIGZvdW5kYXRpb24uIFdlIHdvcmsgY2xvc2VseSB3aXRoIHlvdSB0byBjcmVhdGUgY3VzdG9taXplZCBzdHJhdGVnaWVzIHRoYXQgZW1wb3dlciB5b3UgdG8gdGFrZSBjb250cm9sIG9mIHlvdXIgZmluYW5jZXMgYW5kIGFjaGlldmUgbGFzdGluZyBzdWNjZXNzLiBZb3VyIGZpbmFuY2lhbCB3ZWxsLWJlaW5nIGlzIG91ciBwcmlvcml0eSwgYW5kIHdlXHUyMDE5cmUgaGVyZSB0byBndWlkZSB5b3UgZXZlcnkgc3RlcCBvZiB0aGUgd2F5LjxcL3A+IiwidHlwb2dyYXBoeV9mb250X2ZhbWlseSI6IlBvcHBpbnMiLCJ0eXBvZ3JhcGh5X2ZvbnRfc2l6ZSI6eyJ1bml0IjoicHgiLCJzaXplIjoxNiwic2l6ZXMiOltdfSwidHlwb2dyYXBoeV9mb250X3dlaWdodCI6Im5vcm1hbCIsInR5cG9ncmFwaHlfbGluZV9oZWlnaHQiOnsidW5pdCI6ImVtIiwic2l6ZSI6MS41LCJzaXplcyI6W119LCJhbGlnbiI6ImxlZnQiLCJfcGFkZGluZ190YWJsZXQiOnsidW5pdCI6InB4IiwidG9wIjoiMCIsInJpZ2h0IjoiMCIsImJvdHRvbSI6IjAiLCJsZWZ0IjoiMCIsImlzTGlua2VkIjpmYWxzZX0sIl9wYWRkaW5nX21vYmlsZSI6eyJ1bml0IjoicHgiLCJ0b3AiOiIwIiwicmlnaHQiOiIwIiwiYm90dG9tIjoiMCIsImxlZnQiOiIwIiwiaXNMaW5rZWQiOmZhbHNlfSwidHlwb2dyYXBoeV9mb250X3NpemVfbW9iaWxlIjp7InVuaXQiOiJweCIsInNpemUiOjE1LCJzaXplcyI6W119LCJhbGlnbl9tb2JpbGUiOiJjZW50ZXIiLCJhbGlnbl90YWJsZXQiOiJjZW50ZXIifSwiZWxlbWVudHMiOltdLCJ3aWRnZXRUeXBlIjoidGV4dC1lZGl0b3IifQ=="]
Personalised Finance
Tailored financial strategies for individuals and businesses to mitigate risks and maximizing investments for long-term success.
Generational Wealth
Building legacies that span generations, with smart estate planning and wealth preservation.
Retirement Planning
Secure your future with comprehensive retirement strategies designed for lasting peace of mind.
5/5
Nomsa M
HAPPY CLIENT
Savings & Investments
Grow your wealth with smart investment strategies.
- Bespoke investment plans crafted to help you reach your goals
- Educational Investment securing funds for academic success with smart, tailored strategies
- Tax-efficient savings and investment accounts
- Guidance on stocks, bonds, and retirement annuities
Life & Risk Insurance
Protect what matters most.
- Life insurance solutions for individuals and families
- Disability & Critical Illness insurance for financial peace of mind
- Retrenchment benefit to secure income for unexpected job loss
- Funeral cover to secure your loved ones’ future
Retirement Planning
Plan today, enjoy tomorrow.
- Customized retirement savings plans
- Annuities and structured retirement income options
- Retirement Preservation Funds to preserve your retirement savings when changing jobs
Estate Planning
Protect your loved ones and ensure your generational legacy is managed efficiently.
- Secure and streamline the management of your estate
- Ensure financial protection for your dependents
- Draft a legally valid will to implement your final wishes
- Trust Planning to establish living or testamentary trusts to protect assets, manage wealth distribution, and ensure long-term financial security for your heirs
Business Financial Solutions
Helping businesses thrive.
- Business continuity and risk management solutions
- Disability & Critical Illness insurance for financial peace of mind
- Insurance cover for business assets and liabilities
- Employee Financial Literacy Training
Short-Term Insurance
Comprehensive coverage to protect what matters most.
- Vehicle Insurance: Cover for accidents, theft, and damages
- Home Insurance: Protection for your property and belongings
- Business Insurance: Safeguard assets, equipment, and operations
- Personal Liability Cover: Financial protection against unexpected claims
- Travel Insurance: Coverage for medical emergencies, cancellations, and lost baggage
RESHAPE WHAT WEALTH MEANS TO YOU
Book an Appointment to Financial Freedom
CALL NOW :
+27 (0) 12 881 3603
