Using our professional associates, we can offer the following advisory and planning services on an outsourced referral basis

Tax consulting

We assist you in your tax planning and completion of tax returns through our accounting associates who specialise in this field.

Short-term insurance

We refer our clients to specialist independent short-term brokers for their short-term insurance requirements.

Medical Aid

Healthcare schemes differ in the way their benefits and costs are structured; and clients should be aware of these differences and how they could affect their financial health product selection. We assist our clients seeking medical aid and healthcare advice and plan implementation, by referring them to specialist healthcare advisers.

Employer Group Schemes

In assessing the need for a group pension or provident fund or a group medical aid, a business requires a specialist resource; to ensure the selection of an appropriate product with suitable benefits. We have specialist associates in this field, who can assist our business and corporate clients through this process.