Your financial goals, needs and circumstances change over time. Our willingness and ability to adapt to those changes shall stay as your constant. That's our promise to you.

 

Personal Insurance

Through conversations, we discover the things that matter to you. We highlight the financial risks that you can be potentially exposed now and in time to come. We protect your dreams and everything that matters to you.

1 hour consultation

Through conversations, we discover the things that matter to you. We highlight the financial risks that you can be potentially exposed now and in time to come. We protect your dreams and everything that matters to you.

1 hour consultation

Risk Management

Coupled with establishing the investor you are, we walk through a risk, return and time horizon expectation management conversation. We then agree on the most suitable investment strategy for you.

1 hour consultation

Investment Planning

As we progress into the mass affluent income bracket, the amount of taxes we contribute to nation building could be substantial. We examine into the prevailing tax laws and we can work towards minimising and deferring taxation legally for you. 

1 hour consultation

Tax Planning

#YOLO is our motto. YOLO through our lives is a goal we work together with you on. Everyone has their definition of retirement. We establish the magnitude of resources we agree you need. Together, we create the possible sources of retirement funds. 

1 hour consultation

Retirement Planning

We do not bring our wealth to our graves. Regardless of whether you wish to leave your residual wealth to people or to entities, we suggest the most cost-efficient and foolproof ways to create and distribute it. We take responsibility in ensuring that whatever your wishes may be, it is fulfilled. 

1 hour consultation

Legacy Planning

Fundamental Insurance Planning

1.

You need a minimum 1 Life Plan, and 1 Term Plan.

2.

If you are covered, then consider getting a saving plans.

3.

If you have the above, get an investment plan and start planning your legacy

 

Corporate Insurance

Business Owners Planning

Acknowledging the different business structures and the different objectives each business owner may have, we go through potentially difficult and unexplored conversations. Conversation topics ecompasses exit strategies, succession plans and contingency plans to keep businesses and families intact regardless of times.

1 hour consultation

Company Planning

Finding the right employee is as challenging as finding the right partner for us in our lives. Every right employee is an invaluable resource. We work with the Human Resource departments to design bespoke Employee Benefit programs that are relevant to them. We also work with companies to ensure their assets are protected in the most cost efficient manner. 

1 hour consultation

1.

You need a minimum 1 Life Plan, and 1 Term Plan.

2.

If you are covered, then consider getting a saving plans.

3.

If you have the above, get an investment plan and start planning your legacy

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