Personalised financial services made simple


We provide our clients with reliable, consistent and dependable advice regarding their business and personal financial needs 

Our Services

Our specialist investment advisers have extensive experience in tailored financial services with access to a wide variety of solutions to meet your personal goals.

We are registered with over 60 Providers in South Africa spanning Investments, Life Insurance, Medical Aid, Gap Cover, Annuities, Retirement Planning and Short Term Insurance.

Medical Aid

Medical Aid policies, Gap cover & loyalty programs made simple.


Local & international investments individually structured. 


Living annuities, compulsory annuities & voluntary annuities.

Retirement Planning

Pension funds, provident funds & retirement funds.

Life Insurance

Life cover, critical illness cover, disability cover & income protection.

Short term Insurance

Vehicle, household, business & property.

Estate & Testamentary

Safeguard your assets & succession planning,

Employee Benefits

Group risk insurance & group retirement savings.

We are experts

As an Authorized financial services provider, FSP4263, we can offer advice and combine services and products to your exact requirements.

To discuss any of our services and products, request a callback or complete our online interest form for a no obligation consultation.

Ask us a question?

Contact Us

15 Lourensford Road
Somerset West
+27 21 852 6740

What People Are Saying


"Thank you for all your assistance – it really is great having someone like you – I am finally getting my act together with regard to insurance and saving money at the same time!

I am only 90 points away from Gold Status!!"


Medical aid comparison?

Complete the 2 minute Online Quote form to get Medical Aid quotes based on your needs.

Complete Online Quote

Life insurance quote?

3 Minute Online Form for Life, Disability, Critical Illness & Income Protection.

Complete Online Quote