Family is at the heart of everything we do, and we know that life is full of important moments that affect your loved ones. Whether you’re planning for your child’s education, managing your family’s finances, or getting ready for big life changes, we’re here to guide you with care and practical advice.
- Are you expecting a baby?
- Are you getting married or going through a divorce?
- Do you need to help your parents with their retirement?
- Are you getting ready for your own retirement?
- Are you adequately covered through medical aid and gap over?
Our goal is to support you during these family moments, making sure your financial decisions help protect what matters most to you. Here’s how we can guide you:
Have you put the right legal plans in place – such as wills, trusts or contracts, to protect the people you care about most?
Do you have enough money to take care of the people who count on you – now and in the years to come?
Do you have the right life, disability and dread disease cover, to protect you and your loved ones?
Are your investments tax efficient?
Is your investment portfolio structured to meet your family’s changing needs?
Are you making the most of your employee benefits to take care of your family’s needs?
Do you have adequate healthcare cover for your family through life’s changes?