A COMPLETE FINANCIAL APPROACH
Short Term Insurance
We bring you efficient service without compromising on competitive and
affordable insurance. No need to shop around, we will do it for you.
Commercial
Marine
Game / Wildlife Insurance
Trustees Indemnity
Professional Indemnity
Body Corporates
Cyclist Insurance
Personal
Specialised Liability
Industrial
Contractors All Risk
Directors & Officers
Agriculture
Cyber Liability
Motor Traders
Hospitality
OUR SHORT TERM PARTNERS
Life Assurance
We eliminate the angst often associated with unexpected life events by offering quality assurance that brings some comfort to you and your family during life’s most difficult moments.
Life Cover
Buy & Sell
Monthly Income Security
Keyman
Disability
Wills
Dread Disease
Contigent Liability
Education Plan
OUR LIFE ASSURANCE PARTNERS
Medical Aid
Choosing a medical aid can be quiet confusing and stressful that’s why we here to assist you and guide you through the process. Our industry leading medical aid CRM System allows you to compare various different plans in a simple and effective manner and this will enable you to make an informed decision. We have partnered with various medical aid providers to ensure that we able to offer you the very best solutions in terms of both cover and affordability.
OUR MEDICAL AID PARTNERS
Gap Cover
Most often, there is a large and expensive difference between what the specialist charges in-hospital and what the medical scheme will cover, that’s why its imperative that you purchase GAP Cover as this will ensure that you not out of pocket when you need it most. Not all GAP cover is the same, hence the reason why we have partnered with various insurers to ensure that you obtain the best cover available. Our consultants will discuss your needs and recommend the product which is most suitable in terms of cover and premium.
OUR GAP COVER PARTNERS
Investment Management
Retirement Annuities
Education Savings
Tax Free Savings
Pension & Provident Funds
Annuity Investments
Offshore Investments
Lump Sum Investments
Emergency Savings
OUR INVESTMENT PARTNERS
Fiduciary Services
The final piece of the financial puzzle is more often than not forgotten about and this is also the most important piece, that’s why we have partnered with Capital Legacy.
Did you know, that if you don’t have a will, you forfeit the opportunity to decide who inherits what and your estate is distributed according to the South African Law. This means people who you may not have wanted to benefit from your estate, may inherit your estate.
We will be able to assist you with creating or updating a Will and ensuring that there is also a valid Will.
In addition, we can reduce the costs of the executor fees and even cover these costs via the Legacy Protection Plan.
This plan will cover the executor costs, legal fees and expenses after death as well as estate administration.
It is really important to have a specialist wind up an estate and ensure that your affairs are in order.