A Word from our Partner...  
 
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

 
       
  Services

Depending on your requirements and goals, our experienced financial
planners will advise you on one or more of the following areas:




RISK PLANNING
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.


PRE-RETIREMENT PLANNING
Creating wealth for your retirement through Pension Funds, Provident
Funds, Retirement Annuities and Preservation Funds, etc.


POST-RETIREMENT PLANNING
Invest accumulated funds at retirement through Living Annuities etc.


HEALTHCARE
Health assurance and cover through selected medical schemes.


EDUCATION PLANNING

Invest accumulated funds at retirement through Living Annuities etc.


INVESTMENT PLANNING
Savings through Unit trusts, Endowments etc.


WILLS
Advice, drafting and preparation of wills.


ASSET PROTECTION
Short-term insurance planning.



BUSINESS INSURANCE
Keyman assurance and Buy-and-Sell
agreements.


ESTATE PLANNING
Estate duty, capital gains tax, trusts etc.


PERSONALISED SERVICES
Portfolio analysis, financial needs analysis,
queries and claims.


visit our site today