Individual investment and insurance

 

 

  

   


As an individual one is faced with a bewildering amount of detail concerning one's personal needs regarding insurance and taxation. We take care of the individual with regard to the following:             

Insurance
Investment

personal life cover
lump sum disability cover
income replacement plans
dreaded disease cover
future life cover
estate planning


retirement planning
unit trusts/linked products
future educational needs of children
tax efficient lump sum investments
tax efficient monthly investments
 overseas investments


 

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