Our services

Management and Coordination

Our methods allow you to approach the future with a clear and informed mind.

Management and Coordination

For individuals

Insurance Portfolio Management

  • Professional cover for self-employed (income protection, life insurance)
  • Public liability cover for self-employed

Professional and Private Provident Funds’

Finance and tax solutions

Investments and wealth management

Special solutions for:

  • Aviation
  • Valuables

For businesses/corporations

Insurance Portfolio Management

  • Insurance policies register
  • Risk analysis
  • Cover optimisation
  • On-going portfolio management

Special solutions for:

  • Superannuation Funds
  • Technical insurances, transport
  • Directors and Officers liability cover