Tax

Our registered tax consultants are able to assist you with completion of personal annual tax returns and any other tax

Rewards Programs

Multiply is a wellness and rewards programme that helps you make the right choices so that you can live a

Short Term Insurance

Through our joint venture with Success Brokers and Ivan Perovic, we are able to offer: Commercial Insurance Individual Insurance Vehicle

Fiduciary Services

Offered in conjunction with Momentum Trust and Carvalho Inc. Attorneys, we are able to offer the following services Wills: Drafting

Group Solutions

Employee Benefit Provident & Pension Fund: A pension fund is a retirement savings vehicle that is registered under the Pension

Business Insurance

Buy and sell Insurance This solution is for business owners who wish to secure their investment on the death (or

Retirement

Retirement Annuity Is a long term personal retirement plan which enables you to save tax-efficiently for retirement. You can make

Investment Management

Bespoke portfolios built for investors unique risk appetites and investment strategies for savings, growth or income needs. For both local

Risk Insurance

Death Cover Is part of an insurance policy taken out to protect against the financial loss that would result from