The services of a Certified Financial Planner both during the wealth creation phase and the wealth reduction phase of life are highly recommended and it is generally found that individuals who use the services of a financial planner achieve better results than those who make decisions in isolation.

Advisory Services provides a range of valuable services in this regard:

Pre Retirement

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  • Pre -retirement financial planning
  • Estate analysis & planning
  • Funeral schemes
  • Preservation funds
  • Tax advice
  • Retail life cover

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  • Retail accident benefits
  • Retail lump sum disability
  • Retail income disability/salary replacement
  • Retail dread disease
  • Advice on beneficiary provision
  • Estate duty advice

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  • Testamentary and Inter Vivos Trusts/Wills
  • Endowments
  • Linked products
  • Offshore investments
  • Structured products
  • Education savings plans

At Retirement

  • Tax and forward planning
  • Tax advice
  • Investment and income planning
  • Compulsory annuities
  • Voluntary annuities
  • Living annuities
  • Drawdown advice
  • Longevity analysis
  • Investment strategy

Post Retirement

Monitoring of living annuities
Monitoring of investment strategy
Tax and investment advice


  011 554 1900

 2 Augrabies Rd, Vorna Valley, Midrand, 1686

 POPIA Requests