Our Vision

Solution Based Service

Advertising that you provide great service is one thing, delivering on a promise is another. We take the time to listen to what our clients want. We believe in time management therefore making sure we don't waste yours. Our vision is thus simple and explained in two steps:

• Save you time by listening and understanding what your financial needs are
• Deliver a solution based service that meets your financial needs

One Comprehensive Financial Services Platform

Providing one comprehensive and specialised financial services platform saves our clients time, builds strong long lasting relationships, promotes integration and results in a mutually invested partnership.

We aim to provide a professional, time efficient, value for money and peace of mind financial service to our clients covering all aspects of insurance, healthcare and investment policies.

Values

Peace of Mind Advice

Advice is a powerful thing. Our advice is well researched, supported by experience and solidified with good old gut instinct. When given the right advice, it can change a person's life. This is why it's considered part of our value system to provide advice that delivers peace of mind to our clients.

Value For Money Policies

Partnerships provide diversity and choice. We have chosen to partner with the best Financial Product Suppliers as well as Financial Services Administration Platforms in South Africa. In order to be the best, we must be able to work with the best. We understand that you work hard for your money. We also understand you want the best cover without being overcharged. This is an age old balance we recognise.

This balance requires constant management, thorough underwriting, exceptional product knowledge and finally the most important factor - understanding our clients. We work relentlessly to achieve this balance. We consider ourselves to be immersed in providing our clients with value for money policies.