Your Journey to Financial Confidence
Starts Here
Simple, smart, and comprehensive financial solutions designed to help you reach all your long-term goals.
Empowered by Velociti Financial Services
What We Do:
We integrate our expertise across the entire financial spectrum to provide you with a single, holistic service. Our three core pillars ensure every aspect of your financial world is covered.
Wealth & Investment Solutions
We make you asset-rich and liability-poor, ensuring you reach all your financial goals.
- Goal-Based Investing: Tailored investment strategies focused on meeting your specific financial milestones, from education to early retirement.
- Retirement Planning: Structuring your pension, preservation, and living annuities for a secure and comfortable future.
- Tax-Efficient Growth: Utilising structures like Tax-Free Savings Accounts (TFSAs) to optimise your returns.
Comprehensive Insurance Cover
We take care of what you value most.
- Life & Income Protection: Protecting your income and your loved ones' future in the event of death, disability, or severe illness.
- Employee Benefits: Tailored group risk, medical aid, and retirement funds for your business's most valuable assets—your team.
- Short-Term Insurance: Protecting your tangible assets (house, car, and personal belongings) with comprehensive cover.
Business & Legacy Solutions
Secure your legacy and your business continuity.
- Business Assurance: Essential solutions like Key Person and Buy & Sell agreements to safeguard your enterprise’s value.
- Estate Planning: Expert guidance on Wills, Trusts, and Estate Administration to ensure your wealth is distributed according to your exact wishes.
- Medical Aid Solutions: Customised health coverage for you, your family, or your business.