Services

INVESTMENTS

We have to have a savings plan or investment that we can leave for heirs or use for specific needs.  Our service offering covers simple investments to portfolio management. Flexible investment products are used, and these are tailored to meet your investment needs. It does not matter as to whether you are saving for a new house, a new car, education or holiday, the investment strategy will be tailored according to your needs.

Products used:

Unit Trusts

Tax Free Savings

Offshore

RETIREMENT PLANNING.

As the average lifespan increases, more and more people will require more funds during retirement. We can assist in planning for retirement and stay prepared for whatever changes that might come your way. With retirement lasting up to 25 to 35 years, people cant depends o government grants to cover their living expenses. Let us hep you design a retirement income strategy that will last you a lifetime with flexibility for growth and protection

Products used:

Preservation

Living Annuities

Retirement Annuities

ESTATE PLANNING

No one wants to die without leaving a legacy for his/her family. We can help draft a  plan to help ensure your loved ones are taken care of and future generations will continue to grow your legacy.

Products used:

Unit Trusts

Tax Free Savings

Offshore

Wills

RISK MANAGEMENT

We help clients build a personal risk plan that focuses on life cover, Income protection, dreaded diseases & disability  benefits. Business owners are not left behind and there are risk covers available to protect them should a catastrophe arise. These includes, key persons cover, buy & Sell, Business Contingency.

Products used:

Business Assurance

Life Cover

Income Protector

TAX PLANNING

Our country’s tax regime has made available legal allowances and deductions that provides tax breaks for the taxpayers. This will ensure that your investment grows and the growth is tax free. There are numerous investment options available for retirement. You can preserve your funds, take retirement annuity or invest your money in other available investment vehicles.

Products used:

Endowments

Tax Free Savings

Retirement Annuities