Achieve financial wellbeing through our comprehensive financial planning

We’ll structure a financial plan to meet your needs, thanks to the expertise and experience of our financial planners and advisors.

We’ll offer advice relevant to your unique financial standing and needs, and help you take care of the following:

Financial Services:

• Retirement planning
• Saving plans
• Life, disability & dread disease cover
• Estate and will planning
• Income protection

What’s more, we can help you with the following employee benefits as part of your financial plan:

• Costing of group life and disability benefits
• Structure of retirement products
• Investment advice on all products available in the market
• Handling withdrawal and transfer of benefits at retirement, retrenchment or resignation
• Estate planning and investment advice to dependants and beneficiaries