Get Started

1300
1

Installment: R1571.14

Initiation Fee: R195.00

Service Fee: R69.00

Total Fees: R264.00

Total Interest: R7.14

Total Repayment: R1571.14

We believe that financial planning should be collaborative, transparent, and tailored to individual needs and goals.

Our advisory service is built on a foundation of trust, integrity, and personalized attention.

Accessible

Managing risk is no longer just about your individual profile. It’s about an array of other factors. We’ve got those factors under control.

Obtaining Life or Funeral Cover can be a complex process, involving a range of questions that ultimately influence both your monthly premium and future claim proceedings. Our advisory team is dedicated to guiding you through each stage of this journey, ensuring you receive comprehensive coverage and that your premium is accurately determined.

Affordable

We understand that financial commitments can be overwhelming. That’s why we strive to get you more affordable premiums on your Insurance and affordable Loan repayment plan. Coverage you need and the flexibility you deserve.

Easy

Our processes have been engineered to maximise simplicity and speed. Your time is precious, after all.

FINANCE AND INSURANCE

Accessible, Affordable and Easy

Our Insurance Options
We believe that financial security is not just a destination - its a journey. Our mission is to guide you along every step, with innovative solutions tailored for today's dynamic world. Whether you seek expert advice on Life Insurance, Funeral cover, or access to credit, our team stands at the forefront of technology and personal service to empower your financial future.
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Life Cover
Our Life Cover provides peace of mind to a lump sum payment to your chosen beneficiaries in the event of your death. this benefit helps cover financial obligations such as home loans, school fees, daily living expenses, ensuring your family remains financially secure even in your absence.
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Funeral Cover
The death of a family member can create a large financial burden for the remaining family members. Funeral costs can be expensive once we consider transport, catering and cemetery fees. The main purpose of funeral insurance is therefore to provide a lump sum to pay the cost of funerals.
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Estate Planning Benefit
When a person passes away, any money, property and belongings that they leave behind to their family will form part of their estate. Their estate is taxable through an estate duty of up to 25% for any amount over R30 million, which becomes payable on the last to die of the principal and their spouse, if their spouse inherited their estate. This can have a significant financial impact on the surviving family members’ financial security.
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SEVERE ILLNESS COVER
A big concern is how frequently one hears of people being diagnosed with a severe illness. Becoming seriously ill means one might not be able to work. Perhaps it’s only temporary or maybe it’s indefinite. No work means no income, which in turn could mean financial hardship. Having severe illness insurance cover in place ensures that clients receive a lump-sum payment if they were diagnosed with a severe illness, easing the financial burden that comes with the illness.
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Disability Cover
What would happen if one of the breadwinners in a household had to pass away? Would their family have enough money to continue living in the same house, keep the cars, or continue sending the children to the same school? Now think about what would happen if a breadwinner, or their partner, suddenly becomes disabled and is no longer in a position to pay bills.
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Have a question? Get in touch with us.

BRANCH OFFICE

Atrium 9th Floor, 5th Street
Sandton 2196

TELEPHONE

010 001 1004

EMAIL ADDRESS

Our Partners

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