Personal Insurance
We offer a broad spectrum of personal and business short term insurance services to the affluent and risk-aware members of society who have always been disadvantages by conventional insurance policies.
Another aspect of our core business is to offer our clients unique insurance products through our association with specialist insurers the likes of Indequity Specialised Insurance and Zenith Product designs (underwritten by Hollard). Both these companies offer unique insurance packages. Their approach is to offer a product that can be tailor made for each individual, not the usual "off the shelf" insurance policy.
These unique products have been specifically designed to meet the demands and service levels of successful professionals and high net worth individuals, who expect superior products and services.
Commercial Insurance
Short term insurance for all types of SME businesses.
Professional Insurance
Cover for the Professional Indemnity (PI)
Comprehensive cover for professional practices - medical practioners, lawyer, accountants, vets, optometrists etc.
FINANCE
Personal Finance
We are committed to providing our clients with a full range of financial services. We have contracted with various banks and Bond originators to offer our clients home loans at preferential rates. Arrangements can be made to take advantage of the equity in your property and utilize the additional funds to consolidate debt, renovate your home.
Our representative will arrange a meeting to complete the application in the convenience of your home or office.
COMMERCIAL & BUSINESS SERVICES
Through our association with Sanlam Cobalt we are able to offer all types of finance for the purchase of commercial properties, franchises and businesses.
Other services include:
Short term insurance for all types of SME businesses as well as professional practices (Lawyers, doctors, accountants etc).
Partnership Assurance and Buy and Sell Agreements.
Group Employee Benefit Schemes
MEDICAL AID
Medical Aids for individuals or companies.
Investments
Pre and Post Retirement Investments
Tax effective income plans
Unit Trusts
