Services

We offer a unique service orientated concept, through which clients' financial requirements are personally addressed and managed by highly qualified and experienced financial planners, portfolio managers, short-term brokers and stockbrokers.

The following services are available :

Specialist advice in respect of investment management, share trading and other sophisticated investment instruments
Managing of local as well as foreign investments and financial transactions
Advice on long-term insurance such as retirement annuities, endowment policies and life insurance at the company of your choice
Advice in respect of medical funds and insurance
Advice on short-term insurance for your personal assets (eg. motor vehicles and household contents) and business assets (office equipment, machinery, buildings, etc) at the insurance company of your choice
Estate planning to structure a client's financial matters in respect of his will, property, trust, insurance, income and estate duty
Property and asset finance which includes residential bonds, commercial finance, moveable asset finance and debt consolidations
Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs
Monthly feedback and status reports on managed share and investment portfolios
Advice on employee benefits and related matters
Expert advice in respect of pension and provident funds