Creating your Financial Plan

Most of us have some risk insurance through Employee Benefits and some personal risk cover and a bit of a savings strategy.

  • But what does this all mean in the event of a claim?
  • Has Capital Gains Tax been accounted for?
  • Has Executor fees and Estate Duty been accounted for? 

Through our comprehensive planning program, we are able to work out how much risk insurance you need to make sure your family is able to keep up the same standard of living in the event of death or disability. 
We will structure a comprehensive investment plan to make sure your investment goals are achievable and your retirement income plan is tailored to your desired lifestyle. 
Click here to set up a time with one of our advisors to give you a demonstration of the planning process.

Contact Us

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Contact Details

Rivonia Office

Physical Address:
Wexford House, Three Seasons Office Park
7 Spring Street

Tel: 011 028 8900
Fax: 0866 868 539

Postal Address:
P O Box 1225

Knysna Branch

Physical Address:
Shop 2 Frank Menezes Centre
66 Main Street

Tel: 044 382 4040
Fax: 044 382 4421