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SERVICES

Father & Son

INSURANCE

Sickness & Disability Income

Life insurance
Critical Illness
Disability

Hospital benefits
Functional impairment

Accidental cover
Business Insurance

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RETIREMENT PLANNING

Retirement annuities
Provident funds
Pension funds
Life annuities

Stocks

INVESTMENTS

Emergency Fund

Unit Trust

Tax Free Savings Account

Medium- & Long Term Investments
International investments
Life annuities
Endowment policies

Services : Services
Calculator

TAX PLANNING

Tax Registration
Entity Registration
Annual Tax submission
Provisional Tax
VAT
Companies & Trusts

Analysing the Numbers

ESTATE PLANNING

Executor Fees
Estate Duty 
Capital Gains Tax
Testamentary Trusts
Estate Administration

Signature

LAST WILL & TESTAMENT

Will Drafting

Protection for Estate Duty & Executor fees
Protection for Testamentary Trusts

Services : Services
Doctor's Appointment

MEDICAL AID & GAPCOVER

Hospital Plan
New Generation Plans
Full Medical Aid Plans
GapCover options
Rewards Programs

Car Dealer

SHORT TERM INSURANCE

Car 
Home content
Property
Personal Liability
Cellphone
Laptop
Jewelry

Donation Jar

BANKING

INVESTEC Private banking

Services : Services
Doctor's Desk

PRACTISE MANAGEMENT

MFI
Necleus

office space

PROPERTY

Investment Properties

Wedding Rings and Bridal Crown

MARRIAGE CONTRACTS

Discounted Marriage Contract

Services : Services

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