Our Services

We advise families in creating, preserving and transferring wealth for future generations.

We also advise businesses in structuring executive benefits using insurance based solutions to assist in moltivating and retaining top calibre staff. We help business owners find solutions that form part of their business contingent plans.

Our focus is to exceed our clients' expectations in all areas of our services from fact finding, needs based analysis, product recommendations and after sales service.

We combine innovative solutions with the values we all know and expect of a professional advisor - knowledge, integrity, trust, service and mutual respect.

We advise upon solutions that meets the client's personal or business needs with implementation of a financial structure that may includes trusts, corporate vehicles and highly competitive and innovative life insurance based products to establish an additional source of liquidity.

We will objectively match your needs to the most appropriate, suitable and competitive solution available in the market.