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Managing your personal and
business finances can be tough

When reviewing your portfolio, it is important to include all aspects and include both personal and business or employment benefits.

This will ensure all your assets are protected, your children’s education is taken care of and your spouse or family have the funds to take care of everyday business.

Services we provide

Personal cover

Protects your household income in the event of your death or inability to work due to injury or severe illness.

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Investments

It is very important to plan your investments correctly and always considering short term, medium term and long-term investment planning.

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Business insurance

When looking at business insurance it is important to look at protecting the business and the cash flow and then ensuring the business and partners families are protected.

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Group insurance

Group insurance is taking care of your employees and ensuring your employees family is taken care of in the event of tragedy or retirement while employed.

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Last will and testament

After we have made commitments to our family’s and our employers it is vital to ensure the correct people receive the benefits of our fruits by having a professionally drafted will in place.

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Funeral parlour administration

We assist funeral parlours with underwriting using a host of underwriters to meet your individual needs as well as assisting with compliance and FSCA registration.

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Get a solution tailored to your needs

For additional information on tailoring our products or services to your needs, contact us today.