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Wealth Solutions

A full life falls short when the risk of being stripped of our dignity weighs heavy on our mind.  The preservation of our health and our belongings that have been built up over time, is of paramount importance.  There are very few ‘do-overs’ in life, it is this philosophy that sits behind our comprehensive Preservation offering, comprising health and risk management.


Being dealt an unexpected blow strikes fear in the hearts of most.  It is important to have peace of mind knowing that our wishes for the legacy we wish to leave behind have been covered and that we are able to maintain the dignity of humanity. 

Investments 

Our team of highly skilled professional advisors and matchless support staff are consistently at hand to implement and control your financial protection solution.

 

  • Local Investments – Endowment and Flexible Investment Plans allow you to access your investments in a tax efficient manner

  • Guaranteed Investments – The Guaranteed Plan ensures a guarantee on your investment return after five years and provides security while your investment grows

  • Offshore Investments – Offshore Investments provide an opportunity for international exposure and diversification by offering Offshore Endowments and Offshore Flexible Investment Plans.  It allows protection against currency weakness and opens up a larger investment universe.

  • Retirement Investments – Retirement Plans, Retirement Income Plans and Preservation Plans provide retirement solutions while rewarding you for taking proactive steps in managing your money.  Our solutions help grow your retirement savings faster.