Individuals Tax Planning

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency.
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Investment Planning

Investment planning is the process of matching your financial goals and objectives with your financial resources. Our Financial Planning process is designed to...
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Retirement Planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.
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Welcome to

Your Trusted Insurance Services Provider

We are an Independent, Multi-disciplinary practice, delivering comprehensive Financial Planning Services. We help clients create, manage, protect and transition Wealth. We offer one-stop tailor-made professional services to individuals and business.

Our Services

Some of our Services

Risk Management Insurance

Risk Management and long-term Insurance Plan has been developed to provide you with the best financial solutions should something unexpected happen to you.

Estate Planning

Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate.

Short-Term Insurance, Personal and Commercial Lines

Short term insurance is insurance that provides financial coverage for a specific asset for a limited duration of time, usually less than one year.

Medical Schemes

Medical aid is a form of insurance where you pay a monthly amount – called a contribution or premium – in return for financial cover for medical treatment you may need, as well as any related medical expenses.

Employee Benefits

Employee benefits are defined as indirect, non-cash, or cash compensation paid to an employee above and beyond regular salary or wages.

Business Assurance

Business assurance is risk and/or investment assurance taken out to protect a business from potentially dire financial consequences should someone who is essential to its operation die, become disabled, or retire.

Trusted Financial Servcices Provider

We are a dedicated FSP focused on

Short & long Term Insurance

Financial Investment

Property Insurance

Inspiration is the one word we love and
we put it into our work everyday.

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