Short-Term Insurance
Cover for what your business and your household own, reviewed against what it would genuinely cost to replace.
- Commercial lines
- Personal lines
- Cyber insurance
What We Offer
Independent advice across four areas, for businesses and families in all provinces of South Africa.
Cover first, with the long-term plan alongside it.
We are not tied to a bank or a single insurer, so the recommendation is shaped by what you need rather than by whose product it is. Start with the area that applies to you.
Investments
Advice you can follow, in language you can follow, from a practice that is not tied to one provider.
- Pre-retirement planning
- Post-retirement planning
- Discretionary investments
- Wills and estates
Life Insurance
The cover is not for you. It is for the people and the business that would have to carry on without you.
- Life cover
- Severe illness cover
- Disability cover
- Income protection
- Employee benefits
Health Insurance
The plan you chose at thirty is rarely the plan you need at sixty.
- Medical aid
- Gap cover
These descriptions explain what each area covers. They are general information, not a recommendation, and do not take account of your circumstances. Any advice follows a conversation and an assessment of your own position.