Services
We listen to your needs, we care about your aims and aspirations and we demystify concepts to deliver personalized advice and services in the following areas.
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What to expect from us
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Strategic planning
- Estate planning
- Financial planning
- Lifestyle planning
- Retirement planning
Personal Lifestyle Protection Plans
- Critical illness insurance
- Health and welfare trusts and personal health services plans (cost plus)
- Income protection (disability) insurance
- Life insurance (term and permanent)
- Long-term care insurance
- Private health & dental plans
Business Protection Plans
- Business continuity (overhead) insurance
- Buy-sell agreement insurance (life insurance; critical illness insurance)
- Group health insurance
- Key-man insurance (life insurance; disability insurance; critical illness insurance)
- Salary continuation insurance
Investments
- Group retirement plans
- Investment-grade tax-sheltered permanent life insurance for tax-sheltered growth and possible better returns than other fixed-income instruments
- Mutual funds
- Segregated funds
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New clients by referral only.