Working with an adviser able to provide you with objective choice, your unique needs will be analysed and then a tailored strategy will be implemented for your specific solution that will be based on your risk, investment and other financial needs. This can include insurance, investments, short-term and medical aid products.
Investing in different products to achieve your financial goals in the short-term (buying a car or house) or in the long-term for retirement. Different products can be used such as retirement annuities, unit trusts, bonds, cash or fixed deposits.
Investors generally expect a higher returns from riskier investments. Financial assets range from low-risk, low-return investments, such as high-grade government bonds to high-risk investments such as global equities.
Medical Aid Schemes
Protects your health with a range of day-to-day and in-hospital benefits as well as other additional benefits such as dental, optometry, physiotherapy, pharmacy and many others depending on the type of plan that you select.
A medical scheme helps you to pay for your healthcare needs, such as nursing, surgery, dental work, medicine and hospital accommodation. You pay monthly contributions in order to have medical cover