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Risk Planning

The analysis of a client’s financial position involves the implementation of certain solutions to ensure protection and proper management of his wealth in case of death, disability and illness.

As mentioned in “Our Philosophy”, the various aspects of Wealth Management cannot be viewed in isolation; therefore the implementation of Life Assurance and/or Medical Aid must always be seen in context of the greater Wealth Management strategy.

We have access to all the leading Life Assurance Offices, as well as Medical Aid providers. We also have the required knowledge of these products, which means that the most suitable product will always be recommended. We can therefore guarantee that our advice is backed up by the best possible solutions and service providers, ensuring that our clients are properly insured against life’s uncertainties.

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