A safety net when you need it most
Because you never know what life is going to throw at you, we include life insurance and short-term insurance management in our bouquet of private Financial Planning services.
We specialise in private risk solutions, and hold contracts with South Africa’s leading life companies.
Our life assurance services include:
- Performing full risk profiles
- Providing comparative quotes from top life companies and matching these to the your specific needs
- Assisting you with the application process
- Facilitating your annual insurance review
Through the working relationships we have established with all South Africa’s major short-term insurance companies, we also provide access to top quality short-term insurance solutions from a comprehensive selection of handpicked insurance houses.
We take the hassle out of short-term insurance by shopping around for the most competitive rates and cover for all of your personal insurance needs, which is backed by our insurance division’s 40 year-strong institutional knowledge and expertise to help you make the best insurance decisions.
Our short-term insurance services include:
- Proving full assessments of your current short-term insurance cover, based on your personal needs
- Assessing your current cover for legal compliance and to ensure you’re adequately insured
- Providing a range of comparative quotes from top short-term insurers
- The professional handling of all claims