SUCCESSION &

LIFESTYLE PLANNING. 

Life cover is perhaps the most unfortunate part of financial planning, and yet for those seeking to ensure the financial security of their family, it's undoubtedly the most important. Fortunately, you can make sure the family will be financially secure in the event of an accident or death.

  • LIFESTYLE CONTINUITY

    Alternate investment strategies with capital guarantee and index gearing.

  • CASH FLOW 

    FORECASTING

    Efficient offshore tax structures.

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  • ESTATE STRUCTURING

    Combine guarantee and equities to reduce income fluctuations. 

     

  • LIQUIDITY ANALYSIS

    Access your capital in a phased manner to efficiently minimise tax liabilities.

  • WILL & TRUST

    Use approved structures to minimise unnecessary income or capital gains tax. 

ARE YOU OPTIMALLY POSITIONED TO MAKE INFORMED DECISIONS? 

LIFE COVER

Optimise contributions

DISABILITY

Are you familiar with the T&C's of each benefit?

INCOME PROTECTION

Are you adequately covered?

DREADED DISEASE

Are you familiar with the type of cover and what constitutes a valid claim?

REWARDS INCENTIVES

Are you getting the full benefit of your rewards program? If not we will help you get there.

Our access to some of the top providers in the country enables us to hand-pick the insurance solutions that offer the most value at a price that’s right for you.

Use WhatsApp to access the latest financilal planning ideas and relevant news.

HOW IT WORKS

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  2. Open WhatsApp and find our details.

  3. Say "Hi" to start the chat.

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