Services

Your finances are as individual as you are, and your advice should be too. From protecting your income to growing your retirement savings, I match you with solutions that fit your goals and your appetite for risk, compared across the providers I’m accredited with.

Life & risk cover

Make sure your family, your income and your plans survive the unexpected.

  • Life cover
  • Disability and dread disease cover
  • Income protection
  • Retrenchment protection
  • Education protection
  • Funeral cover
  • Bond cover
  • Last will and testament (free consultation)

Need cover quickly? Try instant life cover, with no medical tests.

Investments & retirement

Save for retirement, your children’s education or a rainy day, locally or offshore.

  • Retirement annuities
  • Pension and provident funds
  • Tax-free savings
  • Unit trusts and endowments
  • Linked investments
  • Fixed guaranteed growth
  • Private equity and securitised debt
  • Bespoke share portfolios
  • International investments
  • Alternative investments (through Everest Wealth)

Alternative investments with Everest Wealth. Through a referral agreement, I can introduce you to Everest Wealth (FSP 795), which offers fixed-term investments and income portfolios in unlisted instruments, from R100 000. I remain your main point of contact, while Everest Wealth provides the advice on these investments. Unlisted investments carry different risks to listed ones, including limited access to your capital during the term, so it's important to understand them before you invest. Visit Everest Wealth or ask me for an introduction.

Accredited with leading providers, including:

Medical aid & gap cover

Medical aid, gap cover and hospital insurance are arranged through my referral agreement with HFM Brokers (Human Financial Management (IB), FSP 46470). Their team assists with quotes, option changes and claims with most medical aid and gap cover providers. They can also set up a corporate scheme, or do a broker change on your current scheme. I remain your main point of contact, while HFM Brokers provides the advice on these products.

Car, household & business insurance

Personal and commercial short-term insurance, including crop and marine cover, is arranged through my referral agreement with HFM Brokers (FSP 46470). Their short-term team handles quotes, comparisons and claims, with no long call-centre queues. I remain your main point of contact, while HFM Brokers provides the advice on these products.

For business owners

  • Buy-and-sell, key-person and contingent liability cover
  • Group risk cover
  • Group pension and provident benefits
  • Corporate medical aid schemes