Let’s achieve your life goals.

Our Services

risk planning

Risk Planning

We structure a plan to protect you, your family and your business against an unforeseen event happening like untimely death, disability, loss of income or illness.

risk planning

Investment Planning

We co-create a solution for all your savings and investment needs. Whether you plan to buy a home, take a well-deserved vacation, or create and grow Wealth, we have a savings and investment solution to suit your need.

risk planning

Retirement Planning

We partner with you on your retirement journey, from the day you start working and saving till the day that you retire and start enjoying your investments.


risk planning

Employee Benefits

We offer peace of mind to both you and your employees when the unforeseen happens. You employees will be looked after when the unforeseen happens or they retire.

risk planning

Asset Protection

We provide cover for the assets that you hold so dear to your heart ranging from your vehicle, your home to your personal items that you treasure. We also extend this cover to your business assets as well as your agricultural assets.

risk planning

Wills & Estate Planning

Time waits for no man.” Your Will is the most important document that you will ever sign, and we ensure that your Will is both professionally drawn up and executable by doing a proper estate plan with your will. This ensures that you leave a legacy for your loved ones when you pass away.

Office Number:

021 300 1759


81 Helderberg College Rd, Die Wingerd, Somerset West, 7130

Co. Reg. No: 2017/114377/07

We passionately work on our relationships with clients to establish trust and unlock value.