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Your Trusted Partner In Wealth Management

An Authorised Financial Services Provider | FSP49659

About Us

Prepare Today For The Needs Of Tomorrow

FSP 49659

As an independent, authorised financial services provider (FSP), we deliver personalised financial solutions tailored to you and your business. Our reputation is built on exceptional client service, strong relationships across the insurance industry, and proactive risk‑management supported by a trusted claims process.

Insurance Made Simple

Guidance You can Rely On

10+
Years Experience

Industry Partners

SOLUTIONS FOR YOU

Wealth Protection

Short-Term Insurance

Comprehensive car, home and contents insurance tailored to your needs.

Medical Aid

Comprehensive and reliable medical aid cover designed to fit your budget.

Gap Cover

Get covered above and beyond your medical aid.

Life Cover

In the event of death, look after your loved ones behind.

Income Protection

Replace your income when you are unable to work due to disability.

Disability Cover

Receive a lump sum to help manage expenses due to disability.

Dread Disease Cover

Financial security during a severe illness.

Estate Planning

Plan, preserve and manage your assets for you and your loved one's future.

Wealth Creation

Saving
for a Goal

Focussed savings strategies to help you reach your financial goals.

Local and Global
Investments

Diversify investments by allocating assets locally and globally.

Retirement
Planning

Combining financial products for a comfortable retirement.

Short-Term Commercial Insurance
Key Person Insurance
Buy and Sell Agreements
Contingent Liability
For My Business

Insurance tailored to your specific business needs.

Our solutions provide critical cover to protect your business against losses. Suitable for businesses of all sizes and industries, our solutions include everything from building insurance, contractors all-risk, professional indemnity insurance to buy-and-sell agreements and key person insurance.

For My Employees

Employee Benefits

Planning for your employee’s future is essential.

We have a number of retirement investment options designed to support this goal, with flexible contributions to suit different needs and budgets.

Medical aid
Group Life Assurance
Medical Insurance
Retirement Solutions