OFFERINGS FOR INDIVIDUALS
OUR OFFERINGS FOR INDIVIDUALS
Empowering Individuals
Our diverse range of financial services covers the full spectrum of your unique requirements.
Whether our focus is on growing, managing, or preserving wealth, our services are individualised to cater for your particular needs. It’s this kind of personalised focus that sets us apart from the rest and sets you up for genuine financial freedom right now and in years to come.
Click on the below services that you may be interested in to find out how we can empower you.
INDIVIDUAL SERVICES
INVESTMENT MANAGEMENT
Wealth creation has no shortcuts. How it is invested is an art and our Financial Advisors are artists when it comes to astute investments. The first step to growing wealth is helping you to define your retirement and other investment objectives
PERSONAL FINANCIAL PLANNING
Making money is your business – managing and protecting it, is ours. We remove the burden of financial planning and management by partnering with you to devise a customised, holistic financial plan that includes every area of your life from wealth creation to wealth preservation and protection.
WEALTH MANAGEMENT
More than simply investment advice, Wealth Management includes all facets of an individual’s financial path. Instead of accepting advice from multiple sources and trying various products, high-net-worth individuals are more likely to benefit from a holistic financial approach.
WILLS & TRUSTS
Your will is one of the most important documents you will prepare during your lifetime. Your death poses some important questions: Who will administer your estate and have control over it? Who will you appoint as suitable guardians for any minor children? To whom will your assets be distributed? Failure to draw up a proper will can lead to disastrous and unintended consequences at a time when your family is most vulnerable.
DOMESTIC INSURANCE
Losses incurred through uninsured goods can eat away at your finances and ultimate wealth creation. Let us assist with the assessment of your exposure to losses and determine your unique insurance and risk management needs
HEALTHCARE
The choice of medical aid is a frustrating and complex one to make. Deciding which is best for your specific needs, understanding the details of their plans and the nightmare of communicating through call centres to contest claims are all best left in the hands of one professional broker who does all this on your behalf.