Wealth
Solutions
We understand that building and preserving wealth is an area that requires exceptional expertise. The synergies that we have in place across our business enable us to assist our clients throughout their various life stages i.e. from the drafting of wills to financial planning, life insurance and investments all the way through to the administration of deceased estates.
Our wealth services include the following:
Investment solutions and wealth creation
Risk assurance
Life cover
Disability cover
Income protection
Dread disease cover
Retrenchment cover
Business assurance
Buy-and-sell agreements
Keyman insurance
Contingent liability cover
Group Scheme Benefits
Pension Funds
Provident Funds
Corporate Retirement Annuities
Group Risk Benefits
Medical insurance
Medical aid
Gap Cover
Deceased Estates
Estate administration
Drafting of wills
Estate planning
Risk
Medical