Ann Street, New York City, New Y...
We offer most financial services, addressing most aspects of your life and changing circumstances such as Life Cover, Disability Cover, Income Protection Plans, Investment Plans & Structuring (lump sums & monthly debit orders), Financial Planning, Estate Planning (including Wills, Trusts), Medical Aids & Medical Insurance, Personal & Business Short Term Insurance, Offshore Banking & Investments, Retirement Planning.
An Authorised Financial Services Provider: FSB License No: 16711.
Retirement Savings: Retirement Annuities
Retirement Capital Preservation: Preservation Funds: Provident or Pension Fund
Living Annuities: Retirement Capital Income
Term Products: Endowment Policies
Unit Trusts ( Mutual Funds)
Bespoke Portfolios: Mutual Funds, Hedge Funds, Exchange Traded Funds, Shares (Stocks)
Share (Stock) Analysis, Market Profiling, Portfolio Risk Analysis
Short Term Insurance (Insuring a loss)- Personal & Business
Last Will & Testament
Trusts & Estate Planning
For a no obligation quote & free consultation, please contact us. Together, we build your future.