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Personal Financial Planning

We offer a comprehensive range of services in all aspects of personal financial planning incorporating:
  • Cash Flow Management and Budgeting
  • Retirement Planning
  • Estate Planning
  • Investment Planning (Local and Offshore)
  • Portfolio Monitoring and review
  • Risk management and advice (Life, Disability, Income Protection and Severe Illness benefits)
  • Medical scheme and Gap cover advice

We work in partnership with an established network of associates/partners including accountants, lawyers, tax specialists, short-term insurers and investment professionals.