It’s about being there for our clients – for life.

Life Financial Planning is where sound trusted advice and life insurance go hand-in-hand. It’s about asking the right questions and that takes experienced people who know you.

It’s about being there as a trusted advisor by developing a long-term relationship that works for your life.

We are uniquely positioned to provide essential independent financial advice that understands your personal needs and expectations so that you can make the best possible financial decisions and allocate funds to investments that will achieve your goals and maintain your lifestyle.

Through close consultation, we identify your financial needs on a short-, medium- and long-term basis; we analyse your current financial situation and existing policies and portfolios, and then recommend and create solutions designed to fulfil your aims.

We are there to help you manage your debt and ensure you will have sufficient financial resources in the event of disability, severe illness or death.

We take a holistic approach to wealth creation and asset allocation to ensure that you have sufficient funds for life’s important needs such as children’s education, a new house, a wedding, affording a new car and other large financial commitments.

In addition, we provide ongoing advice on reviewing policies as time passes, to ensure that your Financial Plans are always performing at an optimum status.

If you are an individual client, our Financial Plan will typically include: Life Cover; Disability Cover; Income Protection; Dread Disease Cover; Education Protection; Health Protection; Investment, Retirement Planning and Estate Planning. We will be there for you from cradle to grave.

If you are a business client, we provide for Partnership Assurance, Keyman Insurance and Contingent Liability to protect your business from the financial consequences of a partner or a key member of your company no longer being able to fulfil their functions. Industry and product offerings have become very complex and there is significant potential for differences in offerings to be hidden from the untrained eye and for fees to be layered.