Financial planning is the process of meeting your life goals through the proper management of your finances and designing strategies to manage all the important life transitions.
Financial Planning involves 2 important aspects:
- Protecting yourself and your family against unforeseen situations while you are growing your assets.
- Growing assets big enough to look after you in a life transition event.
Pension and Provident Fund Preservation
- Whether you resign, get retrenched, take a voluntary package, or your employer's pension or provident fund is dissolved, you face the problem of having to decide what to do with the pension or provident fund benefit amount
- We provide assistance in helping you decide what to do with the money saved in your pension / provident fund.
We provide assistance in helping you decide what to do with the life cover and disability benefits in your pension / provident fund.
Tax Planning and Preparation
- We provide a value added, compliant, professional tax service that makes a difference.
- We take over your tax related issues, ensuring your peace of mind.
Investments and Savings Products
- Preservation Funds
- Retirement Annuities
- Living Annuities
- Single Premium Investments
- Income and Annuity Plans
- Unit Trusts
- Shariah Compliant Investments
Life & Disability Cover Risk Products
- Life cover
- Disability Cover
- Dread Disease Cover