Meet all your insurance management needs from a single contact point. In addition to our short-term insurance solutions, we can help you set up an integrated wealth management framework that includes investment management and retirement planning; as well as providing the necessary products to protect you and your loved ones in the event of death, injury or illness.
“Do something today, that your future self will thank you for.” ~ Sean Patrick Flannery. This isn’t one of those motivational blog posts about getting up & going to the gym a million times until you see the results. In actual fact, you will never see the results of your estate plan being rolled into […]
Leaving this world without a Will (under South African law) means that your assets will be distributed according to Intestate Succession. This means that your estate will be distributed according to a standard hierarchical plan that may not be what you intended upon your death. Sadly, I have witnessed many cases where wills have either […]
I often get asked ‘Why should I have a broker – surely going direct is best?’ Whenever I hear this, I often reflect on the great marketing efforts done by some insurance companies that have made consumers believe that cutting out the ‘middle man’ is best; and then how we, as consumers, are so susceptible […]