Complete Financial Planning

With Over 15 Years of experience in Financial Planning, as well as being an independent advisor representing Discovery, Momentum, Liberty, Sanlam, Hollard, Altrisk, Brightrock, Stanlib to name a few, I can offer you a complete Financial Planning Service.

Below is a list of products and services I offer. Looking forward to hear from you soon

Risk Cover Products Offered – done through major listed companies:

Life Insurance
Bond Cover (Life cover to cover your bond)
Disability Insurance
Retrenchment Cover
Dreaded Disease Cover
Business Insurance (Key man and partnership Insurance)
Income Protectors
Hospital Plans
Medical Gap Cover
Medical Aid ( Personal and Corporate )
Funeral Plans ( Personal and Corporate )

Financial Planning Products Offered – done through major listed companies:

Retirement Planning
Education Provision
Tax Free Local & Foreign Investments
Debt Consolidation – Accessing Funds ( home loan channel)
Home Loans – New loans, 2nd Loans, Switches
Various Investment Products
Debt Redemption Plans
Preserver Plans For Pension & Provident Funds
Unit Trusts
Pension & Provident Funds ( Small to Large Enterprises )

Other Services Offered Include:

Wills, Trusts, Estate Planning
Personal Loans
Business Broking
Tax Savings, Accounting Services, Accounting Software Sales ( Personal and Business )
Short Term Insurance – Motor, Household, Commercial, Business
Financial Analysis – Investments and properties
Servicing of Existing Portfolios
Lump Sum Investments