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A fiercely independent financial planning practice
Services
To build wealth
Local & Offshore Investing
Tailored investment strategies to help clients grow their wealth and achieve their financial goals
Retirement Planning
Comprehensive retirement plans designed to secure a comfortable and worry-free future
Multi-management
Carefully curated investments portfolios that blend the expertise of South Africa's leading fund managers
Risk Profiling
Financial personality profiling to ensure your investments are aligned with your goals
Estate Liquidity
Liquidity analysis to ensure the smooth administration of your estate and peace of mindf for your loved ones
Asset Structuring
Optimised asset structuring to maximise wealth transference to the next generation
Tax Efficiency
Carefully crafted strategies to minimise tax liabilities and to grow and protect your wealth
Drafting Wills
Professional drafting of legacy documents to give effect to your succession plans
Life Cover
Safeguarding your loved ones with tailored insurance solutions
Living Benefits
Protecting yourself against the risk of disability or severe illness
Business Succession
Protecting the continuity of your business through buy & sell assurance
Group Risk Cover
Providing comprehensive life and disability cover to your people
Medical Aid
Advice on selecting the most appropriate medical scheme
Gap Cover
Guidance on choosing the best gap cover product and options
Group Healthcare Benefits
Securing medical aid and gap cover for your people
Membership Queries
Expert assistance with healthcare claims and membership queries
Let's talk about money.
Sue Torr is the author of our online financial column, and many of these articles are published on Moneyweb.
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