Financial Planning Products

Financial Planning is the process of determining how an individual can meet their life goals through the proper management of their Financial Resources. (Read more about the Financial Planning process)

Our Brokerage provides products for the followings needs

Personal Financial Planning

·         Risk Planning (Death, Disability and Dread Disease)

·         Estate Duty / Estate Liquidity

·         Healthcare – Medical Aids and Medical Savings

·         Investment - Lump Sum and Monthly Recurring

·         Retirement – Retirement Annuities, Personal Pensions

·         Education, Haj & Umrah Savings

Business Planning

·         Business Assurance

·         Buy Sell Agreements

·         Keyperson Insurance

·         Personal Liability

·         Preferred Compensation

·         Pension and Provident Funds