Insurance is something most people grudge paying for. Please make sure that you are covered correctly and not paying for the wrong coverage. A broker can look after your insurance, ensuring claims get paid efficiently as they fight your battles for you and that you were covered correctly in the first place avoiding any disappointments or delays. Life is short and time is precious, make sure that somebody else does this kind of work for you.

Please contact anyone of us for a review of your insurance and a free quote.

Our investment team is led by Guillaume Oberholzer (CV). Guillaume is a CFP®. From November 2020, we entered into a co-operation agreement with Miton Optimal, led by Roeloff Horne, and created a joint investment committee. Miton Optimal was found in 2004 and has since become an established name in the fund management industry. The committee is responsible for more than R 1.3 billion in investments and assures them that all our clients’ investments are managed uniformly.

Our philosophy is to stick to quality investments that will deliver a return over the long run and ensure that risk is managed at an acceptable level.

The investment team has 2 staff currently in training to become CFP® professionals. This is to ensure continuity and a high level of knowledge in the business.

Life insurance gives you that peace of mind to ensure that you and your family are financially protected in the event of death, severe illness or the loss of income due to temporary or permanent disability.

Life insurance is designed to take care of your loved ones, should you be unable to do so because of death, disability or severe illness. Payouts can go towards a home loan, on-going living expenses, medical treatments, taxes at death and even education.

Contact our advisors today to discuss your family situation and to ensure your risk is properly insured.