Wealth Management Services

Risk Management & Insurance Advisory

Most people have insurance, but many don’t have the proper amount or the right type of coverage. Let us take a look at your current policies, or make recommendations for purchasing new policies that will protect you and your loved ones.

Life Insurance Advisory Service

This service covers :

Assessment of your needs and requirements
Product research and comparison analysis to determine which product suits your needs and objectives
Identify suitable options and comparisons for you to make an informed decision.
Implementation of the product

Our Fee

We do not charge a fee for insurance product advice. The premium you pay depends on the insurance provider that you have chosen.

Legacy Planning & Charitable Giving

What will your financial legacy be? If you’re ready to consider what you would like to leave to your family, or when to pursue charitable giving, we will be able to assist with these challenging decisions. Life is meaningful and complex, and we are here to provide support every step of the way.

Estate Planning Service

This service covers :

Assessment of your needs and requirements
Identify suitable estate planning instruments eg Will / Trust etc
Implementation of the service

Our Fee

We do not charge a separate fee for estate planning advice. The fee you pay depends on the estate planning provider that you have chosen.

Property and Motor Insurance

A house and its contents can be the largest financial value for most people. Such assets must get maximum protection against all kinds of risk of loss caused by fire, damages, losses, burglary or other mishap.

Failure in ensuring protection for your valuable assets can result in a loss that can seriously worsen your financial situation. Even more so if you do not have a sufficiently large amount of emergency funding.

This service covers :

Assessment of your needs and requirements
Product research and comparison analysis to determine which product suits your needs and objectives
Identify suitable options and comparisons for you to make an informed decision.
Implementation of the service