With a combined industry experience of close to 20years, both in short term and long term insurance, health benefits as well as employee benefits, we have identified a gap in the market for our services. We feel that interpersonal financial advice, a cornerstone to making it successfully in this business, is no longer on offer to most.

Individuals or organisations with private bankers are afforded this opportunity, whilst everyone else gets advised telephonically where you cannot put the voice to the face and get to see your client and vice versa.

We want to change this narrative and ascertain that anyone that can afford financial advice and/or has an estate to cover, we provide said client with such a service.

We have contractual agreements with some of the best insurance companies in SA when it comes to employee benefits, individual benefits, healthcare benefits and short-term and long-term investments and insurance.

There is a need for interpersonal financial advice, for customers to know what they are exactly covered for, in plain and simple language, who their broker is and how to contact him/her at any time.

Honesty and integrity is the best policy for both client and adviser alike.