Financial Planning

The services include:

• Managed Funds including Property Trusts
• Direct Shares Investment
• Margin Lending
• Tax Effective Investments
• Wealth Creating Strategies

Please contact us and we will introduce you to the financial planner who is best positioned to look after you. The best part is that the experts we are dealing with are not commission driven. Their main objective is to come up with a strategy that is best suited to your circumstances. Also they don't proceed with anything without talking to us, your trusted advisor, first. With us your best interest is always protected.

Risk Insurance

The services include:

• Income Protection Insurance
• Trauma Cover
• Total and Permanent Disablement Cover
• Life Insurance
• Key persons business insurance

Would you drive a car uninsured? Who will look after you and your loved ones if ‘God Forbid’ something happens to you? How long ago did someone review your current policy?

Your income earning capacity is often the biggest asset that you have or will have. Life is full of surprises, sometime good ones and some time not so good ones. We can refer you to the insurance expert who will review and discuss all your needs with you. The best part this is at no cost to you, so what are you waiting for? Give us a call and we will get the ball rolling.