PERSONALISED FINANCIAL SERVICES MADE SIMPLE

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

Our Services

Annuities

Living annuities, compulsory annuities & voluntary annuities. Find out more today.

Investments

Local & international investments individually structured. 

Medical Aid

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

Employee Benefits

Group risk insurance & group retirement savings. Find out more today.

Estate & Testamentary

Safeguard your assets & succession planning. Find out more today.

Retirement Planning

Pension funds, provident funds & retirement funds. Find out more today.

Short Term Insurance

Local & international investments individually structured.

Life Insurance

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

Our 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.

Testimonials

"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!! 

Deidre Richardson

"Just a comment on my experience with Trulogic over the past 10 years, Kathleen has provided excellent support and advice throughout - she is a real star!!"

Donald Reid

Rewards

Unique rewards & benifts to help you reach top status at your rewards programme

Get Into Financial Action

Medical Aid Comparison?

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

ONLINE QUOTE

Life Insurance Quote?

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

ONLINE QUOTE