Let's start your financial journey

With over two decades of experience in the South African financial services industry, my team and I bring a wealth of expertise across various specialised fields. Our success is largely attributed to our heartfelt commitment to our clients’ needs and our relentless drive to exceed their expectations. We take immense pride in our work and are passionate about the financial planning industry, viewing it as our dedicated career rather than just a mere job.

Have a look at our

Services

We go beyond simply handling your needs – we focus on understanding your goals and aspirations to craft a personalized plan that empowers you to achieve them.

Estate planning

Comprehensive estate plan will cover all aspects of estate, legal and fiduciary fees and costing in line with current legislation. Proposal will include a cost efficient way to cover these costs.

Retirement planning

Retirement analyses will be conducted to point out current provisions and shortfalls in your retirement plan. Proposal will include current legislation and tax features in retirement planning.

Investment planning

Investment strategies and advice based on your unique risk tolerance. Working with Industry leading specialists and fund managers.

Risk planning

Financial Needs Analysis will determine the cover needed for all unforeseen events in one’s life, in this proposal we will also look at short term insurance needs and cover available in the market.

Fiduciary service

Leaving you legacy in a Valid Will, Executor and Trustee service. Up to date with ongoing legislation changes and fee structures.

Employee benefits

A comprehensive range of employee benefits, group medical and funeral cover will assist to retain staff. Build an employer & employee relationship.

Have a look at our

Products

Secure your future with comprehensive financial planning, strategic investments, risk assessments, and insurance. Expert guidance assures peace of mind and long-term prosperity.

Life cover

Lump Sum Death Benefit ensures financial support to the deceased's estate or nominated beneficiary, leaving a legacy of love, not legal battles.

Investments

Grow your wealth for the future. Invest wisely, diversify your portfolio, and seek expert guidance to maximize returns and secure financial growth.

Business assurance

Conduct comprehensive financial audits, risk assessments, and implement controls to enable confident decision-making for your business.

Group life & pension funds

Group life insurance protects families, and pension funds secure futures. Combined, they offer peace of mind.

Car, household & business insurance

Safeguard your personal and business assets with tailored insurance options to secure your future ventures.

Medical aid & gap cover

Medical aid covers essential healthcare costs, while gap cover addresses additional expenses. Together, they provide comprehensive coverage and complete peace of mind.

WHAT OUR CLIENTS SAY

Testimonials

Discovery Vitality

Live Life with Vitality

Vitality Active Rewards

How Vitality Active Rewards 3.0 works

Scroll to Top
Logo 01