SERVICES

INSURANCE
Sickness & Disability Income
Life insurance
Critical Illness
Disability
Hospital benefits
Functional impairment
Accidental cover
Business Insurance

RETIREMENT PLANNING
Retirement annuities
Provident funds
Pension funds
Life annuities

INVESTMENTS
Emergency Fund
Unit Trust
Tax Free Savings Account
Medium- & Long Term Investments
International investments
Life annuities
Endowment policies

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

ESTATE PLANNING
Executor Fees
Estate DutyÂ
Capital Gains Tax
Testamentary Trusts
Estate Administration

LAST WILL & TESTAMENT
Will Drafting
Protection for Estate Duty & Executor fees
Protection for Testamentary Trusts

MEDICAL AID & GAPCOVER
Hospital Plan
New Generation Plans
Full Medical Aid Plans
GapCover options
Rewards Programs

SHORT TERM INSURANCE
CarÂ
Home content
Property
Personal Liability
Cellphone
Laptop
Jewelry

BANKING
INVESTEC Private banking

PRACTISE MANAGEMENT
MFI
Necleus

PROPERTY
Investment Properties

MARRIAGE CONTRACTS
Discounted Marriage Contract