Our comprehensive solutions are designed to cover all your financial needs
MISSION STATEMENT
Creating lasting legacies with financial acumen and independent solutions
50+ Storage locations around the world
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Individual Partner Solutions
1. Pre and Post Retirement solutions - Retirement Annuities, Preservation Pension and Provident Funds, Life and Living Annuities.
2. Local and Offshore investment management - Unit Trusts, Endowments
3. Tax Free Savings and investment management
4. Risk solutions - Life, Disability, Dread Disease, Income Protection
5. Wills and Estate Planning
6. Medical Aid and Gap Cover
7. Wellness Programmes
Corporate Partner Solutions
• Business assurance – Key Man, Buy and Sell Policies
• Employee Benefits – life, disability, dread disease and funeral cover
• Pension and provident fund investment advice and management
• Healthcare advisory, medical aid and wellness program implementation and advice.