Financial and Investment Solutions
We help you make informed decisions to maximize your wealth and secure a prosperous future with personalized investment strategies and financial planning
Wealth management
We help clients structure their assets and ensure that they are preserved and legally protected. In the event of death, we ensure that those assets are allocated appropriately to successive generations. This is a legacy that you leave through your will, and during this process, we also investigate if there is a requirement for trusts and assess the needs of your beneficiaries. The estate planning process usually starts with the drafting of your will.
Investment solutions
Having offshore exposure in your investment portfolio offers diversification and risk management, as you spread your investment across different countries, currencies and asset classes. You can invest offshore with ease through a unit trust that invests in offshore stocks.
How it works?
You can opt to use a rand-denominated offshore solution or invest directly offshore using foreign currency. Your financial adviser will be able to help you select the most suitable offshore option for you. Like any unit trust, offshore investments may provide flexibility but limited tax and estate planning benefits.
Can I withdraw from the investment?
You withdraw at any time but may be liable for capital gains tax on withdrawals.
Risk solutions
Income protection, also known as disability income insurance, is a type of insurance that provides a financial safety net for individuals in case they become unable to work due to illness, injury, or disability. This insurance is designed to replace a portion of your income if you are unable to earn a living and continue to support yourself and your dependants.
We go through each day without certainty of what lies ahead of us. That is why we believe it is important to always be prepared for any possible outcome.
How it works?
We help you find a suitable plan, and this involves selecting the coverage amount, waiting period and benefit duration. Plans start from as little as R100 per month. The premium amount is based on various factors, including your age, health, occupation, and the coverage you choose.
IMMEDIATE RELIEF
- Be at ease knowing your creditors are being taken care of.
ALL LIVING EXPENSES COVERED
- Be able to pay for living expenses without having to worry about debt.
REDUCED MONTHLY DEBT REPAYMENT
- Pay one monthly instalment, worked out according to what you can afford.
PROTECTION AGAINST LEGAL ACTION
- Worry less about being blacklisted. Your assets will be protected from repossession.
Our Trusted Partners: