Financial advisory and broker services

Professional Services

• Short term insurance (personal, commercial & agricultural) 

• Life insurance (death, disability, impairment, severe illness and trauma)

• Bestmed broker

• PPS

• Annuities

• Estate and retirement planning

• Income protector

• Investments

• Medical quotes

• Money market

• Saving plans

• Tax free investments

• Wills and deceased estates

• All tax related services including registrations, filing and submissions

• Composing of financial statements for all entities

• Auditing and independent reviews

• Monthly bookkeeping services for all entities

• Monthly submissions of VAT, PAYE and UIF

• Budgets and advise               

• Company registrations, CIPC compliance and filing of annual returns

• Compensation fund submissions

• Business plans and concepts

• Assistance with tender applications

• BBEE Affidavit Certificates