Financial Planning Services


Short or long term, conservative or aggressive risk. We'll help you find your ideal investment vehicle.


Legacy, lifestyle, disability, income protection or severe illness. We'll make sure that you're covered.

Other Services

Accounting, Tax & Payroll Services

Our collaboration with SiAL Consulting for these services is a definite winner

Budgeting and Financial Tools

Free Downloadable Simple Personal Financial Planning Tools

Gap Cover

Gap Cover has become imperative in conjunction with YOUR Medical Aid Plan 


Retirement Planning

A variety of interesting Retirement Plans available


Mortgage & Banking Advice

Buying Property? Need a Bond? Is your current bank serving you well?  


Health Insurance

We have alliances & contracts with all major Medical Aid Companies 

Short Term Insurance

Get Comprehensive Short Term Insurance right here – Cover your Vehicles & Household Goods


Last Will & Testament

A Human Imperative. Register your Last Will & Testament with SA Wills & Testaments for free


A full array of Investments for every type of investor

Life Insurance

All YOUR Life Insurance Needs – Death, Disability & Critical Illness Cover