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PPS Insurance |
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We are licensed PPS brokers providing PPS units of benefit, group life, medical schemes and retirement annuities.
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Investments |
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We do investments in unit trusts and property syndications which include single premium investments, lump sums, monthly and
annual contributions, at a fixed interest rate or with tax-free returns.
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Life Assurance
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We offer a wide range of life assurance products from some of the more prominent insurance companies in South Africa including
Sanlam, Old Mutual, Liberty Life, Momentum and PPS.
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Estate
Planning |
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We provide estate planning such as the forming of family trusts, saving estate duty, curtailing growth in personal estates,
etc. |
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Wills and
Testaments |
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We will assist you in the formulation of your own personalised last will and testament. |
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Financial
Analysis |
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We provide a current financial analysis with an unbiased view, including pension, provident fund and capital assets. (This is
also available at a fee for non-clients.) We offer the Liberty Life Blueprint and Sanlam Spotlight packages to analyse your
financial needs. We will help you formulate tax shelters for example, to "park" cash or to provide a tax-free income. |
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Forex Trading |
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his new form of investment enables the
individual to partake in currency trading. |
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Medical Aid |
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for various medical aids, Discovery Health, Resolution Health, Oxygen Medical
Scheme, Spectramed and also PPS Profmed for professional qualified
individuals. |
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Retirement Annuity (US$ Based) |
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Have your pension paid in the currency of your choice - anywhere in the world! |
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View a list of our insurers here
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