WE FOCUS ON:
- Planning and saving for a care free retirement
- Investment structuring, advice and management at retirement
- Investment and lifestyle management post retirement
- Structured savings for special needs and goals
- Planning for school and study expenses
- Analysing existing investment portfolios and restructuring if necessary
- Structuring of personal investments and trust assets for tax effectiveness
We focus on making investments as cost and tax effective as possible
We advise on and market the following investment products:
- Investment platforms
- Unit trusts
- Living annuities and conventional/guaranteed annuities/pensions
- Retirement annuities
- Sinking funds for trusts and businesses
- Endowment policies
- Money market funds and fixed deposits
We hold contracts with:
- AIMS – Absa Investment Management Services
- Allan Gray
- BJM - Barnard Jacobs Mallet
- BOE
- Bondstreet
- Hollard
- Investec
- Liberty
- Marriott
- Metropolitan
- Momentum
- Nedgroup
- Old Mutual
- Plexus
- PPS Investments
- Prudential
- Sanlam
