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Book Consultation

Building legacies that
last for you and your
loved ones

Your journey to financial freedom starts here:
Education, planning, and growth

Wealth Management

Detailed, customised financial strategic approach in managing your finances to achieve financial security for individuals and families.




◉ Risk aversion – Life/Disability Cover/Chronic
◉ Income Protection – Temporary & Permanent
◉ Savings & Investment Strategy Educational Planning
◉ Retirement & Pension Planning

Financial Planning

Customised advise, offering strategies to sort your unique financial situation through a solid plan to guide you to achieve your individual and family’s financial security. We do this through the steps of financial planning implemented on an ongoing basis.

◉ Personal Budgeting
◉ Debt Management
◉ Goal Analysis & setting
◉ Long Term Goals setting
◉ Short Term Goals setting
◉ Pension & Retirement Calculations

Estate Planing

We help you manage your individual and family’s assets, organising and distribution of wealth fairly to your dependants with the intention of creating a family’s legacy, preservation of generational wealth.



◉ Drafting of a WILL
◉ Setting up a Testamentary Trust
◉ Setting up an Inter vivo Trust
◉ Appointment of an Executor of the Estate
◉ Provision for Estate liquidity
◉ Provision for Costs of Dying

Financial Education

We strive to empower you, family and colleagues with knowledge and skills to best help you manage, protect, and plan for your finances through a range of FREE workshops, courses.



◉ FREE G.E.P.F training
◉ FREE Pension Fund training
◉ FREE Estate planning training
◉ FREE Budgeting training

Group Empolyee Benefits

Helping employers to attract & retain the best talent there is through the provision of group and employer benefits to enhance the overall wellbeing of employees




◉ Group Death Benefits
◉ Group Disability Benefits
◉ Group Pension Benefits
◉ Group Medical Benefits

Authorised Financial Services Provider:Reg No 2019/484394/07 (FSCA51002)

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Financial planning

Financial-planning

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Wealth Management

Wealth Management

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Estate Planning

Estate Planning

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Group Employee Benefits

Group-Employee

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Qet a Quotation

Consultation

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Financial Education

Financial Education

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