Personalised
Everyone’s needs, and situation is different, thus we find the best possible solution for your individual needs.
All in one
We offer a variety of financial solutions ranging from medical aid to insurance and everything in between.
Honesty
You are serious about your finances and so are we. We offer personal service you can trust.
Get a quote.
Get an obligation free quote for Medical Aid, Gap Cover, Life Insurance, Investments, Retirement Planning or Short-term Insurance.
Our Services.
We offer a variety of financial services to individuals, families and businesses. Here are a few areas of our expertise.
Medical Aid
Make sure that all the healthcare needs of you and your family are taken care of in the event of illness or an accident.
Investment
Your money should be working for you. We’ll assist you with expert advise that is in line with the current economic climate.
Estate Planning
In the event of your death, proper estate planning sees to it that your financial affairs are in order and easy to manage.
Gap Cover
Cover the gap between what your medical aid pays and what doctors and specialists charge for medical services.
Retirement Planning
Planning for your retirement is indispensable. We can also assist with financial planning at your retirement.
Employee benefits
Let us help you to take care of your business’ employee benefits with comprehensive investment and retirement solutions.
Life Insurance
We provide comprehensive and personal life insurance for individuals and for businesses that suit specific needs.
Short-term Insurance
Personal and commercial short-term insurance to ensure that you are always prepared for the unexpected.
Financial Planning
The future is uncertain, but adequate financial planning guarantees that you are prepared for any situation.
Financial advice and guides.
Your finances, medical aid plans and investments can have a massive impact on you and your family. It is important to continuously improve your financial education.
7 questions with a financial adviser about medical aids
Name: Frohan Landman Occupation: Financial Adviser Question 1: What common mistakes do people make when choosing their medical aid scheme? People often tend to buy cheap. Rather speak to an independent financial adviser, who does not favour a specific scheme, to get honest advice. The fine...
5 questions to ask when deciding on a medical aid scheme
Being part of a medical scheme serves as protection for when you have a medical emergency. Hospital costs can easily climb and become unaffordable to the average South African. Monthly payments to a medical scheme might seem like an unnecessary expense to some, but...
5 simple, yet essential financial tips for twenty-somethings
Your early twenties can be the most exhilarating experience of your life’s journey. That’s until you have to start thinking like an adult, of course. High school education almost never touched on personal finance, while college gave you a vague idea, but never quite...
Contact Us.
Get in touch for a quote or more information on any of our services.
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