Our Vision and Mission
Vision: After the implementation of the Financial Advisory and Intermediary Services Act, it is our aim to be a unique, independent financial services and preferred solution provider for individuals, retirement funds and business entities in South Africa.
Mission: It is our mission to build long-term, meaningful relationships with our clients through our professional financial planning services, in order to provide clients with tailor made solutions for any specific need.
We supply financial services to
- Risk cover (such as life cover)
- Health benefits
- Investment advisory services to trustees of retirement funds
- Broker risk benefits on behalf of retirement funds
- Provide outsourced administration services to retirement funds