“An investment in knowledge pays the best interest”

– Benjamin Franklin

Private Client Services

We specialize in advising, managing and reporting on the following:

Preservation and Living Annuity Funds

 We offer a complete turnaround solution which encompasses:

  • Related tax queries
  • Manage  administration from transfer to completion.
  • Cost – Benefit analyses on all strategically suitable fund options.
  • No commission charges
  • Preferential rates
  • Transparent real time reporting
  • Risk profiling
  • All leading local and offshore asset managers.
  • Index funds

Investment Planning

  • Living Annuities
  • Offshore Investments
  • Retirement Annuities
  • Unit Trusts
  • Index Funds
  • Exchange Traded Funds
  • Tax free Investments


Estate Planning

  • Financial needs analyses
  • Wills and Trusts
  • Tax Planning
  • Life and Income Protection cover
  • Chronic illness cover
  • Capital Disability cover

Successful investing professionals are disciplined and consistent and they think a great deal about what they do and how they do it.
Benjamin Graham

Corporate and Business Client Services

Corporate and Business Client Services

  • Key Man Insurance
  • Contingent Liability Cover
  • Buy and Sell contracts
  • Pension and Provident Funds
  • Corporate Investment
  • Pension and Provident Fund Analysis
  • Preservation Funds