Mon - Fri 08:00-17:00 • WhatsApp 072 158 5601 • Office +27 11 791 6744
Services

Services built around protection, growth and governance

From medical aid to development funding, the site now presents the full service range with clearer structure and stronger visual quality.

All services

Support across personal, business and institutional needs

Choose the area where you need support and connect with the practice for a focused consultation.

Medical Aid & Gap Cover

Independent guidance on medical scheme choices, hospital plans, gap cover and employee healthcare solutions.

  • Medical aid reviews for individuals and families
  • Gap cover analysis for unexpected in-hospital shortfalls
  • Employer support for group healthcare communication
  • Scheme comparisons aligned to affordability and healthcare needs
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Short-Term Insurance

Protection for vehicles, homes, business assets and liability exposures, supported by an independent advice process.

  • Motor, household and all-risk cover reviews
  • Business asset and liability protection
  • Claims-readiness and risk management guidance
  • Independent provider comparisons
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Life Cover & Long-Term Protection

Life, disability, severe illness and income protection solutions designed around household and business risks.

  • Life cover needs analysis
  • Income protection and disability planning
  • Dread disease / severe illness cover
  • Education protection and family continuity planning
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Investments & Wealth Planning

Savings, investment and retirement planning aimed at disciplined wealth building and capital preservation.

  • Retirement annuities and preservation planning
  • Tax-free savings and discretionary investments
  • Education and legacy funding strategies
  • Portfolio reviews aligned to risk tolerance
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Accounting, Tax & Company Administration

Practical support for bookkeeping, SARS compliance, annual returns and finance administration for growing organisations.

  • Bookkeeping and reporting support
  • Basic tax and compliance guidance
  • Company administration and document support
  • Financial discipline for small and medium enterprises
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Wills & Estate Planning

Estate planning, wills, beneficiary reviews and liquidity planning to protect families and reduce conflict.

  • Will drafting support and estate coordination
  • Beneficiary and nomination reviews
  • Estate liquidity considerations
  • Intergenerational wealth-transfer planning
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Advisory, Business Plans & Research

Business advisory support spanning valuations, business plans, governance support, feasibility work and decision papers.

  • Business plans and funding memoranda
  • Valuation and market research support
  • Governance and risk committee training
  • Project feasibility and commercial viability analysis
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Training & Financial Literacy

Tailored workplace and community training on money management, employee wellness, governance and financial literacy.

  • Employee financial wellness programmes
  • Pre-retirement workshops
  • SMME financial literacy
  • Governance and compliance awareness sessions
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Business Insurance

Risk solutions for enterprises, including liability, key person, property and business interruption considerations.

  • Business interruption planning
  • Commercial property and liability cover
  • Key person and buy-and-sell support
  • Sector-specific risk reviews
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Mediation & Dispute Support

Structured support for family, governance, estate and business disputes where communication, settlement and clarity are needed.

  • Family and estate dispute support
  • Business and governance conflict facilitation
  • Community and CPA dispute engagement
  • Practical, settlement-oriented process design
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Liquidation & Distressed Business Support

Financial and administrative support for distressed businesses, joint estates and creditor-pressure situations.

  • Business distress reviews
  • Creditor and liability summaries
  • Support for liquidation-related documentation
  • Decision support on restructuring or wind-down options
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CPA & Community Governance Support

Support for Communal Property Associations, trusts and community structures on governance, finance, accountability and development planning.

  • CPA governance and accountability support
  • Community financial literacy and training
  • Mediation support for organisational disputes
  • Funding-readiness and project planning
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