Client Servicing Options
Choose Below Which Service You Need Assistance With
01. Medical Aid
Provides tailored guidance to help you choose the right medical aid plan—from basic hospital cover to comprehensive options—by comparing scheme benefits, contribution structures, and network access to protect you and your family in times of need.
02. Funeral Insurance
Offers peace of mind by ensuring that funeral expenses are covered through an affordable monthly contribution, so your loved ones aren’t burdened during emotionally difficult times.
03. Life Insurance
Secures your family’s financial future with lump-sum death benefit options—term or whole life—designed to cover essentials like mortgage, education, and living expenses when it matters most.
04. Short-Term Insurance
Covers your most valuable assets—like your vehicle, contents, and home—against theft, damage, or disasters, with options for bundling policies and structuring premiums and excesses to suit your needs.
05. Wellness Programmes
Incentivizes and rewards healthier living by integrating wellness-focused perks (such as free checkups or fitness activities) into insurance plans, promoting preventive care.
06. Health Insurance
An affordable alternative to medical aid for those who cannot afford high medical aid contributions. Covers emergency hospitalization, day-to-day medical expenses, doctor visits, chronic medication, and outpatient procedures.
07. Investments
Helps you build and manage an investment portfolio aligned with your risk profile, lifestyle goals, and long-term objectives, with ongoing monitoring and strategic adjustments.
08. Bank
Offers a comprehensive banking solution, such as transactional, savings, credit card accounts and home loans. With rewards for managing your money well.
09. Gap Cover
Fills the shortfalls between what your medical aid covers and the actual costs charged by healthcare providers, helping you settle unexpected out-of-pocket expenses.
10. Financial Planning
Takes a holistic approach to your finances—analysing your current situation, setting clear objectives, and developing and maintaining a personalized financial roadmap to help you achieve your life-long goals.
11. Estate Planning
Assists in preparing wills, trusts, and other wealth-transfer strategies that minimize estate taxes and ensure your assets are distributed according to your wishes across generations.
Client Servicing Options
Choose Below Which Service You Need Assistance With
01. Medical Aid
Provides tailored guidance to help you choose the right medical aid plan—from basic hospital cover to comprehensive options—by comparing scheme benefits, contribution structures, and network access to protect you and your family in times of need.
02. Funeral Insurance
Offers peace of mind by ensuring that funeral expenses are covered through an affordable monthly contribution, so your loved ones aren’t burdened during emotionally difficult times.
03. Life Insurance
Secures your family’s financial future with lump-sum death benefit options—term or whole life—designed to cover essentials like mortgage, education, and living expenses when it matters most.
01. Medical Aid
Provides tailored guidance to help you choose the right medical aid plan—from basic hospital cover to comprehensive options—by comparing scheme benefits, contribution structures, and network access to protect you and your family in times of need.
01. Medical Aid
Provides tailored guidance to help you choose the right medical aid plan—from basic hospital cover to comprehensive options—by comparing scheme benefits, contribution structures, and network access to protect you and your family in times of need.
02. Funeral Insurance
Offers peace of mind by ensuring that funeral expenses are covered through an affordable monthly contribution, so your loved ones aren’t burdened during emotionally difficult times.
03. Life Insurance
Secures your family’s financial future with lump-sum death benefit options—term or whole life—designed to cover essentials like mortgage, education, and living expenses when it matters most.
02. Funeral Insurance
Offers peace of mind by ensuring that funeral expenses are covered through an affordable monthly contribution, so your loved ones aren’t burdened during emotionally difficult times.
03. Life Insurance
Secures your family’s financial future with lump-sum death benefit options—term or whole life—designed to cover essentials like mortgage, education, and living expenses when it matters most.
04. Short-Term Insurance
Covers your most valuable assets—like your vehicle, contents, and home—against theft, damage, or disasters, with options for bundling policies and structuring premiums and excesses to suit your needs.
05. Wellness Programmes
Incentivizes and rewards healthier living by integrating wellness-focused perks (such as free checkups or fitness activities) into insurance plans, promoting preventive care.
06. Health Insurance
An affordable alternative to medical aid for those who cannot afford high medical aid contributions. Covers emergency hospitalization, day-to-day medical expenses, doctor visits, chronic medication, and outpatient procedures.
07. Investments
Helps you build and manage an investment portfolio aligned with your risk profile, lifestyle goals, and long-term objectives, with ongoing monitoring and strategic adjustments.
08. Bank
Offers a comprehensive banking solution, such as transactional, savings, credit card accounts and home loans. With rewards for managing your money well.
09. Gap Cover
Fills the shortfalls between what your medical aid covers and the actual costs charged by healthcare providers, helping you settle unexpected out-of-pocket expenses.
10. Financial Planning
Takes a holistic approach to your finances—analysing your current situation, setting clear objectives, and developing and maintaining a personalized financial roadmap to help you achieve your life-long goals.
11. Estate Planning
Assists in preparing wills, trusts, and other wealth-transfer strategies that minimize estate taxes and ensure your assets are distributed according to your wishes across generations.
04. Short-Term Insurance
Covers your most valuable assets—like your vehicle, contents, and home—against theft, damage, or disasters, with options for bundling policies and structuring premiums and excesses to suit your needs.
05. Wellness Programmes
Incentivizes and rewards healthier living by integrating wellness-focused perks (such as free checkups or fitness activities) into insurance plans, promoting preventive care.
06. Health Insurance
An affordable alternative to medical aid for those who cannot afford high medical aid contributions. Covers emergency hospitalization, day-to-day medical expenses, doctor visits, chronic medication, and outpatient procedures.
07. Investments
Helps you build and manage an investment portfolio aligned with your risk profile, lifestyle goals, and long-term objectives, with ongoing monitoring and strategic adjustments.
08. Bank
Offers a comprehensive banking solution, such as transactional, savings, credit card accounts and home loans. With rewards for managing your money well.
09. Gap Cover
Fills the shortfalls between what your medical aid covers and the actual costs charged by healthcare providers, helping you settle unexpected out-of-pocket expenses.
10. Financial Planning
Takes a holistic approach to your finances—analysing your current situation, setting clear objectives, and developing and maintaining a personalized financial roadmap to help you achieve your life-long goals.
11. Estate Planning
Assists in preparing wills, trusts, and other wealth-transfer strategies that minimize estate taxes and ensure your assets are distributed according to your wishes across generations.
Call Me Back
Have a quick inquiry? Request a Call Me Back and we'll give you a call to answer whatever questions you might have.
Call Me Back
Have a quick inquiry? Request a Call Me Back and we'll give you a call to answer whatever questions you might have.
