Services

Compulsory Investments:

• Retirement Annuities
  

• Living Annuities
  

• Pension Funds
  

• Provident Funds
  

• Preservation Funds
  
  

Wills & Estates:

• Wills
  

• Estate Planning
  

• Estate Administration
  

• Tax Efficiency
  

• Asset Distribution
  

• Trusts

Risk Insurance:

• Life Cover
  

• Dread Disease
  

• Capital Disability
  

• Income Disability
  

• Functional Impairment
  

• Retrenchment Benefits
  

• Buy & Sell Agreements
  

• Key Person Insurance
  
  

Discretionary Investments:

• Linked Investment Service Providers (LISP's)
  

• Direct Unit Trusts