Virtual Adviser
Your trusted financial advisor.
Your trusted financial advisor.
We deal primarily with Sanlam Glacier, Africa’s biggest investment house and their solutions for wealthy individuals are unsurpassed. This applies to Retirement Annuities, Pension and Provident Funds. We recently have been using structured notes to get great returns from a volatile market. Discovery Invest and Momentum Invest are business partners too. SYGNIA is a leader with ETFs (passive investments) and our partner.
We believe that you should protect your income before insuring anything else. When you are sick or unable to work, a monthly income is needed to take care of your expenses. When you die, a lump sum pay out to beneficiaries comes with risks – how will it be invested? Will it get spent irrationally? A lump sum is needed to settle immediate expenses but a monthly pay out for the rest of life provides beneficiaries with peace of mind. While we work with Discovery, Momentum and Sanlam, the leading provider with regard to income protection for business owners is Bidvest Life.
In this space we are contracted to ABSA(via Discovery), Capital Legacy and Clientele. We provide a professional Will for you at the lowest cost. We insure your deceased estate against any potential liquidity gaps.
