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A Word from our Partner... |
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Dear Client
You and I have purposes in this world
which
when broken down are quite similar.
It is your job to provide food, clothing,
shelter,
schooling, medicines, and
sundry things
for
your loved ones. You
do this while I lie
packed
away. I must
have faith and trust
in you. Out of
your
earnings will come the
cost of my upkeep.
At times I may appear to be somewhat
worthless to you – but some day (and
who knows
when) you and I will change
places. When you are laid at rest, I will
come alive
and do your job. I will provide
the food,
clothing,
shelter, schooling,
medicine, and other things
your family
will continue to need – just as you
are
doing now. When your work is done,
mine
will begin. Through me your hands
will carry
on. Should you live to reach the
golden retirement
age, I will come to life
and help provide the
necessary money
that will then be needed.
Whenever you feel the price you are
paying for
my upkeep is a burden,
remember that I will
do more for you
and your family than you can
ever do
for me.
If you do your part, I guarantee to do mine. Kindest regards
Your policy |
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Services |
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Depending on your requirements and goals, our experienced financial
planners will advise you on one or more of the following areas:
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RISK PLANNING |
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Income protection - providing the financial
resources on a monthly basis to cover your
commitments, should you become temporary
or permanently disabled and unable to work.
Disability cover - providing financial resources
in form of a lump sum should you become
temporary disabled and unable to work.
Life cover - pays a lump sum on death.
Funeral cover - providing financial resources
needed for funeral and other related expenses.
Dread disease cover - providing financial
resources to cover the costs associated with
recovering and recuperating from a critical
illness. |
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PRE-RETIREMENT PLANNING |
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Creating wealth for your retirement through Pension Funds, Provident
Funds,
Retirement Annuities and Preservation Funds, etc. |
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POST-RETIREMENT PLANNING |
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Invest accumulated funds at retirement through Living Annuities etc. |
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HEALTHCARE |
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Health assurance and cover through selected medical schemes. |
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EDUCATION PLANNING |
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Invest accumulated funds at retirement
through
Living Annuities etc. |
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INVESTMENT PLANNING |
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Savings through Unit trusts, Endowments
etc. |
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WILLS |
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Advice, drafting and preparation of wills. |
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ASSET PROTECTION |
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Short-term insurance planning. |
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BUSINESS INSURANCE |
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Keyman assurance and Buy-and-Sell
agreements. |
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ESTATE PLANNING |
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Estate duty, capital gains tax, trusts etc. |
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PERSONALISED SERVICES |
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Portfolio analysis, financial needs analysis,
queries and claims.
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