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(086) 076 7053
Phone Number
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Email Address
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4 Conrad Road,
Florida North, Roodepoort, 1709
Employees countrywide
Give you personal advise
15+ years in this business
with Success
Community Involvement
with 20+ Active Volunteers
Who we areFinancial
advisory and intermediary
solutions.
Taking the first step in creating finacial peace of mind for YOU and YOUR loved ones. Our vision is to be the best financial services provider in the country, continually rendering and sustaining a high quality of consulting, advisory and intermediary services to all our members in an unbiased manner.
Call Us for Any Questions
(086) 076 7053
Why Choose Us
Customer Commitment:
We develop relationships that make a positive difference in our customers' lives.
Honest and Integrity:
We uphold the highest standards of honesty and integrity at all levels.
Respect for People:
We value our people. Encourage their development and reward their performances.
Confidentiality:
Respect confidential information entrusted by clients.
Professionalism:
We take pride in producing high-quality work and delivering exceptional service.
We Practice Win-Win Partnerships with our Service Providers:
We view our service providers as allies in serving our customers. We treat them with respect, fairness and integrity.
Philosophy
Satisfied Clients
Our approach is based on gaining a thorough understanding of your workplace, so we can initiate a plan that supports your objectives and proper cost control strategies.
True Leadership
We have partnered with some of the most innovative and cutting edge partners to provide wellness solutions to meet the needs of every organisation. We help our clients to transition from a reactive approach.
Win - Win Any Case
Our clients enjoy a Win-Win scenario subject to our professional advise they have bought in consistently good care and thus also improve their needs and standards as well as crisis-proof insurance covers.
Our Partners
We act in your best interests, not ours. Provide you with all the appropriate information to make the right decisions regarding your financial goals and objectives. Help you develop a structured financial plan that is aligned with your goals and based on your decisions.