As an investment and asset management specialist we offer in-house support to clients and financial advisors in making decisions that will affect their future.
Our service offering includes:
Group retirement or provident Funds
Individual wealth creation and investment consulting
Retirement annuities, flexible investments, unit trusts and endowment plans
We have broker mandates with the following product providers:
ABSA Investment Management Services (AIMS), Discovery Invest, Fed-Group, Sanlam, Old Mutual, Momentum, Funds at Work, Liberty, StanLib and Allan Gray.