Retirement Planning
Retirement Annuities, preservation funds and post-retirement income structuring aligned to your goals.
- RA & preservation fund advice
- Retirement income planning
- Tax-efficient structuring
- Regular reviews
Our services
Comprehensive financial planning, tailored to you.
Every recommendation is documented in writing after a full needs analysis, in line with FAIS and the General Code of Conduct.
Investments
Discretionary portfolios, TFSAs and unit trusts built around your risk profile and time horizon.
- Tax-Free Savings Accounts
- Discretionary investments
- Offshore diversification
- Goals-based planning
Life & Disability Cover
Protect your family and income with the right mix of life, disability and critical illness cover.
- Life cover
- Disability & income protection
- Critical illness
- Estate liquidity planning
Short-term Insurance
Personal and commercial short-term cover — home, vehicle and business — reviewed for value and fit.
- Home & contents
- Vehicle insurance
- Commercial cover
- Annual reviews
Not sure which service you need?
Book a free 20-minute call and we'll point you in the right direction.