Life Assurance
If you have family members dependent on your income, life insurance is a must. In the event of your passing, it will provide the financial security for your chosen beneficiaries. This is especially important if you have young children or a partner who is dependent on your income to maintain their day-to -day expenses which include the cost
Having been through the recent pandemic and the related health challenges that people are currently facing, adequate planning will ensure your dependants are well taken-care of. You will no longer have to worry about whether they will be financially stable if you pass away, having to cover the cost of education and basic needs.
Retirement Planning
The three key considerations when saving for retirement are compound interest, time, and a good market.
You will likely have to retire someday and when you do, rest assured, there is no guarantee that someone in your family will take on the responsibility of all your financial commitments. Especially bearing in mind that medical expenses become our highest priority during our golden years.
Statistics reveal that only 31% of people between 30-35 have established a proper retirement savings plan.
By the ages of 45-49 this figure jumps from 31% to 63%. So, South Africans become financially wiser as they get older, but it also indicates that too many South Africans are setting up their savings plan too late.
The fact is, the earlier a person starts saving, the easier it is and the more they can put away for a comfortable retirement.
Investments
Whether you want to create, grow, protect, or earn an income from your wealth, we have a personal investment solution for each individual and entity investor. We offer diverse investment solutions with access to local and global investment markets.
Our products can help you save for your retirement, your child's education or personal goals.
You could choose to invest a specific amount regularly or invest lumpsum amounts at your discretion.
Speak to us for a tailor-made solution to suit your specific financial goal.
Short -Term Insurance
We look forward to providing you with short-term insurance to insure your vehicle, home, buildings and any items you would normally use or take outside of your home.We will source a range of quotations from our affiliated insurers and present the best alternatives where we aim to be more cost effective without compromising any benefits that you currently have.
Medical Aid
We look forward to providing you with short-term insurance to insure your vehicle, home, buildings and any items you would normally use or take outside of your home.We will source a range of quotations from our affiliated insurers and present the best alternatives where we aim to be more cost effective without compromising any benefits that you currently have.