The following services are available :

• Specialist advice in respect of investment management, share trading and other sophisticated investment instruments
• Managing of local as well as foreign investments and financial transactions
• Advice on long-term insurance such as retirement annuities, endowment policies and life insurance at the company of your choice
• Advice in respect of medical funds and insurance
• Advice on short-term insurance for your personal assets (eg motor vehicles and household contents) and business assets (office equipment, machinery, buildings, etc) at the insurance company of your choice
• Estate planning to structure a client's financial matters in respect of his will, property, trust, insurance, income and estate duty
• Property and asset finance which includes residential bonds, commercial finance, moveable asset finance and debt consolidations
• Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs
• Monthly feedback and status reports on managed share and investment portfolios
• Advice on employee benefits and related matters
• Expert advice in respect of pension and provident funds