SERVICES
Long-Term Risk Planning
Long-term insurance covers risks that are life-changing and directly related to your body, such as death, illness or disability. Your risk is protected through life cover, funeral cover, lump-sum disability, severe illness cover, income and education protection.
Wealth Planning
Investment planning
The process of matching your financial needs and goals with your resources to effectively fulfil your goals
Retirement planning
A plan to ensure a source of income when you retire. Using retirement vehicles for retirement saving does have its benefits with regards to favourable tax treatment and protection.
Estate planning
This is done in order to determine how an individual’s assets will be preserved, managed and distributed after death.
Personal Short-Term Insurance
Short-Term cover is specifically designed to protect your assets against risks such as fire, theft and accidental damage. Assets such as houses, vehicles and personal items (cell phones, laptops, jewellery etc.) are all covered under short-term insurance.
Healthcare
Medical schemes are designed to cover the financial risk of day-to-day cover, chronic conditions and hospitalisation.*
*In association with Bonus Health – FSP 47005
Corporate Risk Planning
Business risk can be catered for through pension funds, provident funds, Buy and Sell Agreements, Keyman Insurance and Contingent Liability Cover.
SERVICE PROVIDERS
