If it matters to you, it matters to us. Our main objective is to make sure you have peace of mind knowing that if anything happens to you or your belongings, we have got you covered. Having 30 years of experience behind us in this field, our short term insurance acumen is well known and established. Our relationship with insurer’s leads to preferential and a generous value for money contributions for all our clients.
We are particularly well versed on the medical schemes industry, with a large existing book of both corporate and individual clients with all the top open medical schemes. Our reputation for personal and group scheme advice is well established, and we pride ourselves on the word-of-mouth value of this business.
We understand the importance of not having any shortfalls whilst in hospital therefore we offer our clients the full benefit of all the leading gap companies and extremely efficient claims department to facilitate the entire process.
We offer specialized access to life, disability and critical illness cover. We have contracts in place with all leading insurance providers so that you can choose from a wide range of options on offer. We will lead and guide you through the entire process so that you ultimately receive the most suitable cover tailor made for your needs.
In addition to providing insurance solutions tailored to your unique requirements, we are also able to assist with your personal financial planning and give advice on the best investment opportunities available to you. Our expertise includes:
Retirement planning
Estate & tax planning
Unit trusts
Linked investment plans
Wills
