Our Products

¬†Exchange Traded Funds (ETF’s)

  • When it comes to simplicity, one of the best investment portfolios you can own doesn’t try to pick the winners, but invests in all the shares of a market index. For instance, it is possible for you to own the top 40 shares on the Johannesburg Security Exchange with one simple investment. Because there is no skill involved in investing like this, the costs are lower. That in a nutshell, is what an Exchange Traded Fund is – a low-cost unit trust that invests in all the shares of an index. To make things even simpler, you can buy or sell any time the market is open. For your peace of mind, Exchange Traded Funds are subject to the regulations of the Johannesburg Securities Exchange and Collective Investment Schemes.

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Investments

  • Investments in unit trusts and property syndications which include single premium investments, lump sums, monthly and annual contributions, at a fixed interest rate or with tax-free returns.

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Life Assurance

  • Offering a wide range of life assurance products from some of the more prominent insurance companies in South Africa including Sanlam, Old Mutual, Liberty Life, Momentum and PPS.

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Estate Planning

  • Providing estate planning such as the forming of family trusts, saving estate duty, curtailing growth in personal estates, etc.

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Wills and Testaments

  • Assisting you in the formulation of your own personalised last will and testament.

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Financial Needs Analysis

  • Providing you with a current financial analysis with an unbiased view, including pension, provident fund and capital assets. (This is also available at a fee for non-clients.) We offer the Liberty Life Blueprint and Sanlam Spotlight packages to analyse your financial needs. We will help you formulate tax shelters for example, to “park” cash or to provide a tax-free income.

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Medical Aid

  • Accredited health brokers for Discovery Health and PPS Profmed for professional qualified individuals.

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