Dream. Plan. Inspire.

Our Services

We offer a full bouquet of financial advice, products and services to individuals and corporates.

Medical Aid

We are contracted to the major medical schemes and gap cover providers in South Africa and offer advice on the plan that best suits your personal needs.

Life Cover

We will source life, disability, income replacement, dread disease and any other personal risk cover from all the major insurers to meet your needs.


Our independence means we are able to assess and advise on the investment platform, asset managers and funds that best suit your investment requirements.

Short Term Insurance

We offer insurance cover for your car, building, household contents, business and any other assets you may need insured.

Corporate Employee Benefits

Advice and administration of group employee benefits including pension/provident funds and all employee risk benefits.

Wills and Estate Planning

A critical part of any financial plan is a valid will. We can advise on estate planning and, through our strategic partnerships with our legal partners, assist with drawing up a will.