Our experience of more than two decades in this field of your wealth structuring and management brings the knowledge to you, to ensure that your estate will be properly structured and can be well-managed, to continue the legacy you have built. We will identify any shortcomings in your estate plan, adapt to your needs, and document the proper execution thereof. Primarily focusing on estate liquidity and affordability.
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Life Insurance, Disability and Critical Illness Cover
Face your mortality and life’s financial risks. No regrets. As we are now staring at a difficult time ahead
of us. We must face our fears and act upon it.
Retirement Planning and Investments
Personalised consultation and planning are custom-made to ensure optimum results based on your
affordability and requirements.
Estate Planning andManagement
Our vast experience in the field of wealth management puts us in the driving seat to ensure that your
estate will be well managed.
Medical Aid andGap Cover
With a vast variety of plans and options available, let us narrow it down to what will work best for you and your family’s needs.
Accounting and TaxServices
Our team of specialists is enabled to effectively attend to all business requirements and advice.
Statutory Services and Compliance
Through us and our experienced partners, we provide the full suite of statutory and secretarial services
required for business entities and trusts to comply with legislation.
Legal
Data privacy management. The Protection of Personal Information Act (POPIA) came into effect from 1 July 2021. This Act regulates how data should be used, stored, and managed, including special personal information of individuals and juristic persons. As per our Privacy policy, your personal information is being processed in line with our terms and conditions and for the legitimate purpose for which it was provided. Should we intent using your information for any purpose other than for which it was collected, we will seek your consent.