What we do
We are licensed to provide advice and intermediary services in the following categories:
- Participatory interests in Collective Investment Schemes (Unit Trusts)
- Long Term Insurance categories A, B and C
- Retail Pension Benefits
- Health Benefits (Kurt Hultzer)
- Funeral Benefits (Kurt Hultzer)
We are licensed to provide intermediary services in the following categories:
- Securities and Instruments: Shares, Money market, Debentures and Bonds (Drew Rydell and Dudley Schnetler)
Shares? Cash? Property? We determine the best investment strategy for you, then implement and monitor your progress to help you reach your goals. While we cannot predict the future, we strive to put you in the best possible position to achieve your objectives. Speak to us to find out how we choose investments.
Do you have enough money to retire? How much should you be investing and how early should you start? We can help you with these questions and put together a strategy to help you get there.
Email us to set up a meeting.
What will happen to your estate when you die? How will your assets be wound up and could you have a hefty tax bill? We can help you align your portfolio to minimise these concerns. Call us and let us know if we can help you with your estate.
Will you have money in the case of death or disability? Set up a meeting with us and we can make sure that you and your family are provided for.
We help you identify which health cover is right for you.
Key-man insurance, Buy & Sell and staff retention solutions.
Employee retirement funds, risk funds and health schemes.
Through our process, we aim to understand your needs, goals and circumstances. Using this information we develop a strategy, providing fair, objective and independent advice. Our team of professional advisors, together with our experienced support staff, work to be your trusted advisors.