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You not alone, we living in unprecedented times driven by uncertainty and change. 

 

 

Change influences the way we work, the way we live and the way we plan.

OUR STORY

Your Plan
Investing

South Africans pay some of the highest investment fees in the world.

 

Reduced investment fees means you save thousands of Rands per year and hundreds of thousands over your lifetime.

INVESTMENT & 

RETIREMENT STRATEGIES

Your Business
A well structured business plan ensures sustainability of your business against unexpected events that affect owners and key employees. 
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We develop a transfer strategy that minimises taxes and optimises business outcomes. 

BUSINESS CONTINUATION PLANNING

Business

Whether leaving assets to heirs or need to protect your lifestyle from unexpected events such as illness, death or disability.

 

We work with our clients to assess their cover and develop an appropriate strategy.

SUCCESSION

&

LIFESTYLE PLANNING

Instant Cover
direct cover

DIRECT INSURANCE AT REDUCED RATES

ADDED SERVICES
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