We have partnered with Sunlife Financial Advisors who have been in business since 1960 to provide our clients with advice on Life, Investment and Medical Aid products and services, as follows.
Life Insurance / Investments / Medical
Services
- Medical Aid
- Gap Cover
- Pension / Provident Fund
- Group Risk Benefits
- Business Assurance – Key Person
- Contingent Liability Cover
- Loan Redemption
- Buy & Sell
- Personal Assurance –
Estate Planning - Sinking funds
- Wills
- Trusts
- Portfolio Analysis
- Financial Needs Analysis
Products
- Life cover, Disability, Dread Disease,
- Income Protection
- Endowments, Savings & Investments
- Unit trusts
- Retirement Annuities
- Hospital Plans
- Entry level income based medical aid
- Comprehensive Medical Aid
Companies
- Life cover, Disability, Dread Disease
- Momentum
- Liberty
- Discovery
- Altrisk
- Brightrock
Unit trust
- Momentum
- Liberty / Stanlib
- Discovery
- Allan Gray
- RMB
Medical Aid
- Discovery
- Liberty
- Profmed
- Medshield / Spectramed / Medihelp
Retirement Annuities
- Momentum
- Discovery
- Liberty
- Allan Gray
Pension / Provident
- Liberty
- Momentum
Income Protection
- FMI
- Liberty
- Discovery / Momentum