Financial Services

Financial Planning:
We offer advice on investments taking into account the following factors for our clients:

  • Long or short term period
  • Risk Profile – high, moderate or low
  • Returns based on whether the investment is short or Long Term.
  • Taxation Savings using Retirement Annuities.

Advice is also offered as to medical aids and short term insurance such as motor vehicle cover.

Our main object is to ensure our client has saved sufficient money so as to be able to retire comfortably.

 

Insurance:
We offer Partnership Insurance where there is more than one partner in a business and update this annually by way of Valuations of the business.

We strongly suggest sufficient Life Insurance cover to our Clients lives where they still have dependent children and a spouse.