From childhood most of us are told to put away money to save for the future - perhaps for something special? Or perhaps to be sure that when we really need something we have the funds to acquire it, without taking on debt? Whether you place your money in a piggy bank, or in a multinational investment house, our aims are broadly the same; to provide for our future needs, and to protect ourselves against unexpected causes of expenditure...
Today, the world of insurance has expanded to also provide benefits while the policy holders are alive – a living benefit. As opposed to life insurance where the benefit is only realized when the policy holder dies. Living benefit plans are insurance policies that provide financial benefits to survivors who face issues such as illness, accidents, aging and dependency...
View Details
We have held many financial workshops with the aim of providing individuals and groups with tools and knowledge to be able to make good financial decisions.
Our presentations have covered a broad range of financial topics to meet the needs of a wide cross-section of society, ranging from first graders to senior citizens. Some seminar topics we've held in the past include; Buying Your First Home, Investments 101, Smart Ageing, Building a Budget, and more...
Thank you for your prompt response and the help that you gave me. You always have a quick solution to any problem. What an excellent level of customer service!
- Karl Mattox
It is not every day that you come across a passionate and trustworthy financial advisor. You company has encompassed that really well
- Jannet Richardson
In just 2 very short meetings with Clive he managed to find the solution personally catered to our situation and expectations.
- The Tyler Family
Planning your retirement can be problematic in case you don’t have necessary knowledge about managing your funds
view more