Services

ESG Investment options to invest in companies that share your values and vision. Invest with purpose through our ESG Investing solutions. Designed for socially conscious investors in South Africa, our ESG portfolios go beyond financial returns. We prioritise Environmental, Social, and Governance factors to create a positive impact on society and the planet.

From starting out to efficiently investing your hard earned savings to provide you with options in your golden years - preserve optionality.

Retirement Annuities, Provident Funds, Preservation of Provident funds when leaving your current fund. Transfer and optimimasation of current retirement savings.

Invest wisely with our Unit Trusts and ETFs. Tailored for the South African market, these funds offer a diversified and managed approach to investing, allowing you to grow your wealth with confidence, whilst taking advantage of the cost benefits associated to it. Endowments can be used for tax-efficient structures.

Explore global opportunities with our Offshore Investing solutions. Designed for South Africans, who earn offshore currency and would like to take advantage of the international market. These options allow you to diversify your portfolio internationally, providing access to a world of investment possibilities.

Either direct or through Rand-denominated feeder funds.

Uncover unique investment opportunities with Thematic Investing. Our Future-Themed portfolios allow you to align your investments with specific sectors or trends, ensuring your portfolio reflects your values and interests allowing you to take advantage of trends you see emerging.

Whether it is AI, Healthcare, Tech, ESG or geographic themes, we have solutions

Secure your child's future with our Education Savings solution. Tailored for South Africans, this plan ensures that when the time comes, you have the financial support needed to provide quality education and unlock your child's full potential.

Optimize your savings with a Tax-Free Savings Account. These accounts offer tax benefits, allowing you to grow your wealth without the burden of taxation. A superb option for future growth.

Take control of your finances with our Budgeting tools. Specifically designed for the Individuals who want to take charge of their finances, these resources empower you to manage your money effectively and achieve your financial goals.

Safeguard what matters most to you with our Short Term Insurance options. Whether it's your home, car, possessions, or business, we provide comprehensive coverage tailored to the unique risks faced by South Africans.

Protect your loved ones and yourself with our comprehensive coverages. Our Life, Disability, and Critical Illness Covers are crafted for the South African lifestyle, providing financial security during life's unexpected challenges. Cover available for South Africans and Expats.

GAP cover to mitigate the unforeseen costs of specialists, co-payments and unplanned procedures.

Prioritise your health with our Medical Aid and Gap Cover options. Designed for the South African healthcare landscape, these plans provide comprehensive coverage, ensuring you have access to quality medical care when you need it most.

Enhance your company's offering with our Employee Benefits solutions. Tailored for the South African workforce, these packages attract and retain top talent, fostering a positive workplace culture and giving back to those you rely on most.

Risk Only Funds, Retirement Funds, Group Medical Aid , Gap Cover & Health Insurance.

Safeguard your professional reputation with Professional Indemnity Cover. Our Industry-specific policies provide protection and peace of mind for professionals across various industries, with cover that is crafted for your profession.

Plan for the future with our Wills and Estate Planning services. These comprehensive solutions ensure your assets are distributed according to your wishes, providing security for your loved ones.

Shield your business with our tailored Business Insurance solutions. Crafted for the South African business landscape, these policies protect against a range of risks, allowing you to focus on growing your enterprise with confidence.Including Key man Insurance, Buy and Sell Agreements & Bespoke Commercial Insurance.

We have a trusted network of pre-vetted professionals that can be easily tasked to meet and exceed your needs