About Us

Our Story

We are an authorized financial services provider that is 100% black-owned and a Level 1 BBBEE contributor.

By becoming an independent intermediary with extensive experience in financial advisory services, our objective is to be able to provide options clients can choose from, instead of being compelled to go with one service provider because the adviser is only contracted to that one insurance company.

Ours is to give our clients choice when it comes to the needs they wish to cover.

Our products range from corporate benefits, i.e, group employee benefits for death and funeral, disability, chronic illness, retirement and health-care and long term and short term insurance.

Our company culture

We define ourselves not by the product type, but by the problem type.

Vision

Our vision is to become the leading intermediary service provider for the leading insurance companies in South Africa and across the globe. We envision providing financial advice to all types of clients, whether it is the ordinary man on the street, or a big corporation with thousands of employees, the objective is to service them both well and maintain long lasting relationships with both.

Mission

The mission is to become a well-recognized, well-trusted and a well-respected intermediary to well established financial service providers and, in the medium to long term, enter the space of being able to provide our own products to the market. Financial services is such a broad aspect that we believe we have yet to discover other ways of servicing the market with the most convenient way to the client.