Our Services
How we can assist
Investment Planning
- Short-Term Investment Products
- Long-Term Investment Solutions
- Shari’ah Compliant Investment Funds
- Retirement Annuities and Preservation Funds
- Share Portfolios
- Alternative Investment Solutions
Post-Retirement Income Planning
- Life Annuities (Inflation Linked, Fixed Increasing or With-Profit)
- Living Annuities (Investment Funds or Share Portfolio)
- Hybrid Annuities (Combination of Life and Living Annuity)
During the planning process, I aim to provide my client with all the necessary disclosures required by the Financial Advisory and Intermediary Services (FAIS) Act.
Included, but not limited to, and depending on your needs, you can expect to receive:
Included, but not limited to, and depending on your needs, you can expect to receive:
- Investment Projections
- Income Projections
- Advice on tax efficient planning
- Comparative analysis of the investment options suitable for your objectives
- Full transparency on fees
