OUR SERVICES
INVESTMENT MANAGEMENT
Wealth Creation is at the heart of our philosophy and our offerings are designed to help you prosper. Our Investment Management team dedicates its time and resources to opening local and offshore doors for your investment needs
FOR YOU
Our broad spectrum of offerings* includes structured products such as RAs, living annuities, preservers, discretionary investments, and share portfolios. We work with top investment companies to ensure we can facilitate investments in Rands, Dollars, Euros, and Pounds.
FOR YOUR BUSINESS
Our business services include the Investment Management of Pension Funds, Group RAs, Provident Funds and Sinking Funds.
* MINIMUMS APPLY
INSURANCE MANAGEMENT
Wealth Protection is the first step in hedging your long-term risks. No matter how much money you earn, your greatest income generating asset is you and we believe in protecting that asset. If you can’t work and don’t have the right insurance in place, your family and your lifestyle will suffer.
With this in mind, we carry only premium offerings such as Liberty, Discovery, Sanlam, and Hollard Life. Through these houses, we are able to offer the full spectrum of Life, Disability, Income Protection, and Dread Disease cover.
FOR YOU
We know that many people see insurance as a grudge purchase but we see it as an investment in your lifestyle and family. We insure at a needs-only level and believe in repatriating cash flow upwards, from Wealth Protection to Wealth Creation.
FOR YOUR BUSINESS
Businesses big and small share the need for Wealth Protection and Wealth Creation. We work with the country's top providers to deliver Buy and Sell Agreements, Key Man Policies, Group Life Assurance (employees) and Group Medical Aid.
