Financial Advisory

Financial Plannings:

  • Estate Planning

Investments and Savings:

  • Retirement Fund Investments

  • Tax Free Investments

  • Guaranteed Investments

  • Unit Trusts

  • Monthly income Investments

  • Retirement Annuities

  • Administration / Management of Investments

  • Risk Profile Allocations

  • Retirement Planning

  • Investment Planning

  • Comprehensive Financial Planning

  • Risk Cover Planning

  • Income Tax Planning

Risk Insurance with Comprehensive Benefits:

  • Accredited PPS Adviser

  • Tailored Life Insurance

  • Disability Cover

  • Severe Illness Cover

  • Income Protection Cover

  • Funeral Cover

  • Protection for your Business

  • Comprehensive Group Risk Benefits

  • Retirement Benefits

  • Funeral Cover

  • Salary Restructuring

  • Other Fringe Benefits

Employee Benefits:

We Offer Planning / Advice and Intermediary Services on:

"Cradle to Grave" Concept

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FSP 14387

PR-2652626

NCR DC 703

ORG 1279