Investments

Short -Term versus Long –Term savings

• 2 years – short term
• 3 to 5 years – medium term
• 5 years plus – long term

We offer solutions for any period and will help steer you towards your Investment goals.

Having a financial plan today is the key to securing your family's future. Our work focuses on helping people look at the complete picture of their wealth building and protection structures.

An in-depth plan is key to correct asset building and management. We work hard at balancing various factors such as investment strategy, long and short term risk reduction and retirement funding, life cover, disability, dread disease and income protection. Whilst the process is relatively quick, the rewards compounded over the years can be significant.

With this in mind, we would like to spend some time with you listening, planning, and advising you on your next move to make your money work harder for you whilst protecting the ones you love. The chances are that an hour spent with us will be worth tens – if not hundreds - of thousands of rands over the long term.

For more information on the services listed above, contact us directly