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 that your family will be financially secure in the event of an accident or death.
  • Life insurance optimisation​
  • Income protection
  • Lifestyle continuation
  • Cash flow forecasting
  • Tax & estate structuring
  • Liquidity analysis for estate and legacy
  • Will & trust review - is it current and relevant?
  • Understand your succession plan
  • Manage family expectations

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.

ARE YOU OPTIMALLY POSITIONED TO MAKE INFORMED DECISIONS? 

LIFE

Optimise contributions and appropriateness of cover.

DISABILITY

Are you familiar with the terms of cover and requirements for valid claim?

INCOME PROTECTION

Are you adequately covered for loss of income ? 

DREADED DISEASE

Do you understand the type of cover and at what stage you are insured against? 

REWARDS INCENTIVES

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

PROVIDERS OF INCOME AND RISK SOLUTIONS

OUR VALUE ADDED SERVICES

1st Floor Silo 4,

Waterfront,

Cape Town, 8001, South Africa

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