Services
Risk Insurance
Planning for unforeseen events (e.g. death, disability, or severe illness) affecting a breadwinner or business owner:
- Life Cover
- Professional Disability
- Critical Illness Cover
- Income Protection (Sickness and Permanent Incapacity Benefits)
- Education Cover
- Funeral Cover
Savings and Investment Planning
Crucial to reaching your individual financial goals in the short, medium, and long term. We can tailor a solution, through various products, to cater to your specific and holistic needs (e.g. saving for a dream home or building a nest egg).
Retirement Planning
Ensuring that you maintain your current lifestyle during retirement by selecting the correct investment strategy.
Estate and Legacy Planning
Protect and grow your assets during your lifetime to ensure your loved ones are looked after.
Professional Indemnity
Medical indemnity insurance / medical malpractice insurance covers medical and healthcare professionals for claims alleging a mistake or negligence in their provision of care.
Business Assurance
Helps to protect a business from the potential financial consequences should a key member of the business die, become disabled or critically ill:
- Buy and sell cover
- Key person cover
- Credit loan account
- Contingent Liability cover
Short Term Insurance
Assistance with all your short-term needs, ensuring assets (e.g. car/house) are well protected.
Medical Aid
Assisting you in navigating the wide range of options tailored to your specific needs
Legal Assistance
In partnership with J Budree & Associates, a legal firm, we can assist you with all your legal requirements.
Our Partners
