We offer continuous and focused client services in the following areas...


Personal Risk Planning and Management

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We offer personalised analyses aND Risk Planning IN THE EVENT Of:

  • Death
  • Disability
  • Severe Illness

 

WE ALSO ADVISE ON THE RESTRUCTURING OF EXISTING PORTFOLIOS

ESTATE PLANNING:

We advise on and market the following risk products:

  • Life cover
  • Lumpsum disability cover
  • Income disability / protector
  • Severe Illnes cover

We hold contracts with the following companies:

  • Altrisk
  • Discovery
  • Liberty
  • Metropolitan
  • Momentum
  • Old Mutual
  • PPS
  • Sanlam
YOU ARE HERE: Services Personal Risk Planning and Management

Our Mission

Is to build long-term relationships with our clients by offering continuous and focused financial services according to their personal financial needs.

Contact Us

1st Floor Cluver Markotter Building
Cnr Church & Bird St
Stellenbosch
7600