I currently operate as a financial consultant providing qualified professionals and businesses with financial planning solutions that meet their needs
Solutions encompass
- Corporate Pension Provident Funds, Group Risk Schemes
- Group Medical Aid Schemes
- Business Assurance Key person, Buy & Sell, Future Liability, Preferred Compensation
- Pre & Post Retirement Planning
- Preservation Fund Investments i e Tax exempt transfers of retirement withdrawal benefits on resignation retrenchment
- Discretionary Investing Unit Trusts, Endowments, Tax Free Savings Accounts etc
- Offshore investments
- Education Plans
- Medical Gap Cover
- Risk Management and Insurance Planning
- Wills and ESTATE Planning.