Services

Personal Financial Planning

  • Life, Disability and Health Insurance
  • Investing for Retirement and Education
  • Secure Investment of Lump Sums
  • Selection of Life Annuities on Retirement
  • Will Drafting and Estate Planning
  • Trust Financial and Legal Planning

  • Advice on the uses of Trusts in Managing Personal Assets
  • Creation of Trust and Company Structures
  • Integrated Planning for the Client , Trust and Beneficaries
  • Critical Evaluation of Existing Ownership Structures.
  • Company Financial and Legal Planning

  • Buy and Sell Assurance and Agreements
  • Keyperson Assurance
  • Pension, Provident and Medical Schemes for Staff
  • Structured Lending

  • Property Development Finance
  • Business Finance and Mortgage Loans
  • Tax Return Submission for Salaried Employees

  • We provide an online tax-return submission service on a fee paying basis.



  • “If I had my way I would write the word ‘Insure’ upon every door of every cottage and upon the blotting book of every public man, because I am convinced that with sacrifices which are inconceivably small, families and estates can be protected against catastrophes which would otherwise smash them up for ever. It is our duty to arrest the ghastly waste, not merely of human happiness, but of national health and strength, which follows when, through the death of the breadwinner, the frail boat in which the family are embarked, founders, and woman and children and estates are left to struggle in the dark waters of a friendless world.” ....... Winston Churchill