Investment expertise
Our advisory team is able to provide advice and solutions on:
- Local and offshore investing
- Retirement funding & planning
- Portfolio analysis & construction
- Risk profiling & financial personality assessment
Tax & Estate Planning
This all-important part of financial planning covers:
- Estate duty. CGT and taxes
- The effective use of trusts
- Business succession planning
- Drafting of will and other legacy documents
Risk Protection
This includes putting mechanisms in place to protect yourself against unforeseeable events while you are in the process of accumulating your wealth:
- Life cover and capital disability cover
- Protecting your income
- Protection against severe illness
- Group risk cover
Healthcare
Our healthcare advisory team provides advice on:
- Medical aid membership
- Gap cover
- Group healthcare benefits
- Medical aid and membership queries
