We are there for individuals too. We insure risk of death, disability, critical illness, funeral cover and retrenchment.
The small print can be confusing therefore we unpack the product definitions and exclusions for the client.
We also do individual tax planning and offer retirement annuities as solutions if there is a need. We assist clients reach their financial goals and create wealth by offering relevant investment vehicles.
In assisting the clients identify his/her financial needs and solution we start by doing a comprehensive financial needs analysis, then we offer product solutions accordingly. Because we are contracted with several insurers we are the best place to shop around for the best quotation for our client’s needs.
We also assist individual’s select the best suited medical aid cover taking into account their health care finance needs and budget.
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