FINANCIAL
SERVICES
Select the FINANCIAL SERVICE that you require
FINANCIAL
PLANNING
FOR MY
BUSINESS
Commercial Short-Term Insurance
Protect your business by managing risks, from property damage to liability claims. Our tailored cover and advice ensure continuity when the unexpected happens.
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Our expertise:
Commercial Business | Transport | Plant All Risk | Contractor’s All Risk | Agricultural and Wildlife | Marine | Motor Traders | Liability | Cyber Crime and loss of funds | Kidnap and Ransom | Debtors | Alternative Risk Transfer | Cell Captives | Tourism, Event and Leisure | Aviation | Group Personal Accident Insurance
Employee Benefits
Your trusted partner in navigating the complexities of modern employee benefits. We design group pension, medical, employee wellness and risk solutions that support your team and your business goals.
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Our expertise:
Provident Funds | Pension Funds | Risk Benefits | Medical Aid | Medical Insurance | GAP cover | Ex-Pat Cover | Employee Wellness | Occupational Health Services | Employee Assistance Programs
Institutional Investments
Strengthen your business’s financial position with strategic investment solutions. We manage institutional portfolios focused on growth, strategy, compliance and risk.
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Our expertise:
Investment Analysis |Portfolio Management | Structured Products | Cash Management | Money Market Funds | Unit Trust Portfolio | Sinking Funds
Family Enterprise Governance
We facilitate the development of specialised governance tools for family enterprises and tailored guidance for the management of generational wealth, greatly enhancing their chances of sustainability for both.
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Our expertise:
Family Constitution | Heritage Manifesto | Family Governance Advisory
Business Assurance
Secure your business’ financial stability and security with buy and sell agreements, keyman insurance, contingent liability cover.
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Our expertise:
Contingent Liability Cover | Group Life Insurance | Buy and Sell Agreements | Keyman Insurance | Contingent Liability Cover |
Funeral Cover
Support your employees in their time of need with group funeral benefits that provide financial relief and dignity when it matters most.
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Our expertise:
Group company schemes (voluntary and compulsory) | Public Institutions | Funeral Parlours | Taxi Associations | Unions | Social Clubs | Burial Societies | Individual Schemes
AgriculturE Insurance
Shield your farming enterprise from risks like drought, fire, theft, and machinery breakdown. We offer practical cover designed for the agricultural sector.
Asset Finance
Access the funding your business needs to grow, whether you’re purchasing equipment, expanding operations, or managing cash flow. We structure independent asset finance solutions that work for you.
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Our expertise:
Equipment and Asset Finance | Used Equipment Asset Finance | Asset Re-finance | Working Capital Solutions
TRAVEL Insurance
Peace of mind for business and leisure travel by covering you for trip cancellations, medical emergencies, lost luggage, or delays. Make sure you’re protected if your travels don’t go as planned.
FINANCIAL
PLANNING
FOR ME AND
MY FAMILY
OFF-SHORE
FINANCIAL
PLANNING
Financial Emigration
Make your move abroad with expert support. We assist with financial emigration, insurance and healthcare, tax clearance, and cross-border compliance to streamline your transition.
Global Investments
Diversify your portfolio with access to global markets and real estate opportunities. We offer off-shore investment solutions that help protect and grow your wealth internationally.
Business Interests outside of RSA borders
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Our expertise:
Off-shore Company Formations | Off-shore Trusts and Administration | Protected Cell Companies | Captive Insurance | Permanent Residence | Real Estate Investment | Corporate Services | Accounting and Administration | Compliance and AML | Tax Services | Payroll Services | Relocation Services
