financial planning

Assisting you and your loved ones in achieving true financial freedom.

your financial plan

Where to begin.

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1. Start with a meeting

An advisor will meet with you to discuss your financial needs and dreams.

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2. Create a plan

Our team of professionals develop a custom financial plan.

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3. implementation

We assist in implementing the products and procedures identified.

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4. ENJOY LIFE

Live stress free knowing that your financial future is secured.

product & Service offering

Through our various product providers we can assist clients in implementing their financial plan by utilising the following tools:

WEALTH PROTECTION

  • Life Insurance
  • Dread Disease Cover
  • Disability Cover
  • Income Protection
  • Impairment Cover
  • Medical Aid 
  • GAP Cover
  • Wills, Trusts & Estate Planning

WEALTH CREATION

  • Collective Investments (Unit Trusts)
  • Tax-efficient Investment Planning
  • Tax-Free Savings Accounts
  • Retirement Annuities (Pre-Retirement)
  • Life & Living Annuities (Post-Retirement)
  • Child Education Planning
  • Offshore Investments
  • Investing for a Defined Goal

BUSINESS ASSURANCE

  • Buy & Sell Assurance
  • Key Person Assurance
  • Preferred Compensation Plans
  • Overhead Expense Benefit
  • Local & Offshore Investments
  • Sinking Funds
  • Tax Efficient Investments
  • Collective Investments (Unit Trusts)

We work with the following companies which you know and trust:

Hollard Life – Hollard Specialist Life Designed To Suit Your Lifestyle

Sensible Risk Solutions (Pty) Ltd (Reg No. 2014/201790/07) is a member of the Sensible Crowd group of companies.

Sensible Risk Solutions is an authorised Financial Services Provider (FSP 48159).

VAT No. 433027934