LONG TERM: Life, Disability, Trauma, Income Protection, Funeral Benefits, After careful analysis of your current provision we obtain various quotes from Old Mutual, Momentum, Discovery, Sanlam, Liberty, BrightRock, FMI, Altrisk.
INVESTMENTS: With our R320 million in assets under management. We are cleared to assist small as well as the big investors on voluntary monies and compulsory (Pension/Provident/Preservation Funds/ Living Annuity/RA’s/Endowments/Unit Trusts).Allan gray, Itransact, Old Mutual, Momentum, Discovery, Sanlam, Liberty.
SHORT TERM: Corporate and personal cover. Protect your assets and unexpected losses. Products marketed by us include- Mutual & Federal, Santam, Auto & General, Regent, Hollard, Momentum, Discovery, Quicksure and First for Woman
MEDICAL AID: We offer from single to family personal cover via a number of medical aid providers. Group/Corporates are currently managed and administrated by us. Products marketed by us include: Discovery, Medihelp, Momentum, Profmed, Spetramed, Bestmed, Liberty and Fedhealth.
WILLS AND ESTATES: It is always a good thing to ensure your Will in order.
We are a registered independent financial service provider and licensed to render financial services. Thus we provide financial advice to assist you. In all your financial needs. Our company situated in Pretoria East was established in 1999.
We advise on long and short term financial products.
Services offered: Wills, Tax, Funeral Benefits, Onshore and offshore investments, Death/Disability/Illness cover, Income protection, retirement planning, business insurance incorporating buy and sell, key man, group benefits, review of current portfolio etc.
We are contracted with the following companies to market their products.
Life Business: Momentum, Old Mutual, Discovery, Sanlam, Liberty, Brightrock,Altrisk, FMI, Allan Gray .Itransact
Short Term: Mutual & Federal, Auto & General, Santam, Momentum, Discovery, Regent, Hollard.First for Woman.
Medical Aid: Discovery, Medi help, Momentum, Profmed, Spectramed, Best Med, Fedhealth, Liberty Medical Scheme.
We Will Professionally Assist You With A Financial Needs Analysis To Determine Your Current Needs And Advise You Accordingly.