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Welcome
We are independant brokers offering professional financial planning services in the areas of life assurance, retirement planning, estate planning, capital creation, tax planning and tax services.
Our Business
  1. We are reputable Independant Brokers based in Gauteng.
  2. We specialise in single premium, lumpsum investments and preservation funds.
  3. We render income tax services to South African individuals earning salary, commission and contracting income.
  4. We do not render any accounting services.
  5. We are extremely services oriented.
Services Rendered
INCOME TAX
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RISK BENEFITS
  Life Cover
  Disablity Cover
  Dread Disease Cover
  Chronic Illness Cover
  Income Protection
  Buy & Sell Agreements
  Key Person Assurance
INVESTMENTS
  Retirement Annuities
  Guaranteed Capital Income Plans
  Guaranteed Capital Growth Plans
  Lumpsum Investments
  Unit-Trusts
  Education Provision
  Endowments
FINANCIAL PLANNING
  Financial Needs Analysis (FNA)
  Investment Planning
  Retirement Planning
  Estate Planning
  Tax Planning
  Capital Creation
We market products for the following companies: DISCOVERY LIFE, HOLLARD LIFE, LIBERTY LIFE, MOMENTUM LIFE, OASIS, OLD MUTUAL, ALTRISK
  Tax Picture  
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