Investments
Life Insurance
Health Care
Employee Benefits
Income Protection
Investments
We endevour to place all our investment business on “transparent” investment platforms where all fees and costs are clearly reflected.
Offshore Investments
Whilst some brokers adopt a seasonal approach to offshore investment we believe that any sizeable portfolio should have some offshore holding.
Investment Policy
Our particular preference are our risks profiled and mandated funds such as our Finsolnet Funds where 3 distinct risk profiles are accommodated.
Lalapanzi Funds
Lalapanzi Conservative and Moderate Wrap Funds are our flagship funds available on the Sanlam Glacier Platform, and managed by.
Finsolnet Funds
We believe that your risk profile is a vital starting point in selecting your funds and clearly a higher equity exposure will introduce more vitality to your investment.
Sanlam Glacier Funds
You can adjust your Glacier Funds portfolio when your needs and risk appetite changes and it is easy to access your money if you need to.
Life Insurance
Provide for the ones you love with life insurance and ensure your family has the sufficient security they need.
Health Care
We work closely with our clients to make sure that healthcare delivery model is the least complex and offers the most value for money.
Employee Benefits
Benefits provided not only include the provision for retirement income but also the protection needed in the event of death or disability.
