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Services

My experience and knowledge enables me to provide correct and comprehensive financial analyses. I am proud that my practice is run on a fair and reliable basis. I provide financial advice and brokerage services with regard to the following aspects of financial planning:

Financial Analyses

Life Insurance

  • Death Coverage
  • Disability Cover
  • Income Protector
  • Critical Illness Benefit
  • Funeral Benefit

Investments

  • Endowment (Contractual)
  • Unit Trusts
  • Pension Funds
  • Study Provisioning

Retirement

  • Planning for retirement
  • Planning with retirement

Short Term Insurance

  • Personal Insurance
  • Commercial Insurance

Groups

  • Business Insurance (Buy-and-Sell)
  • Group Schemes