Services

Deciding how best to manage your money, invest successfully and insure yourself against life's uncertainties can be daunting. With so many options available, how do you choose what's right for you?

You need expert financial advice to help you plan successfully for your financial needs. I can help with:

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.

Risk assessment includes both the identification of potential risk and the evaluation of the potential impact of the risk.

Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death, is an important financial duty. You owe it to yourself and your family to plan now for the distribution of your assets upon your death.

Guidance to make your money grow with a diverse range of local and offshore investment options.

A good medical aid puts you in control of your health. Let me assist you to choose an option that is tailored to your specific health needs.

I range of reliable short-term insurance options to protect valuables you worked hard for like your car, home, and other personal belongings.

A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. If you die without a will, those wishes may not be followed and the government will ultimately make decisions on your behalf.

Placing your investment in a suitable retirement vehicle or pension fund is one of the best ways of achieving your investment goals. What makes me unique is that I focus on SMME’s and that gives me the opportunity to sit with every employee and work out a specific plan for each employee.

Putting a buy and sell agreement in place can ensure a smooth transfer of shareholding between business partners should one partner die or become disabled.

Key person insurance is a simple, cost-effective solution that provides financial security and certainty for a business in the event of the death or disability of a key person. The loss of a key person could ruin your business. Don’t be caught off guard!