We take a holistic approach to financial planning. We start by conducting a comprehensive financial needs analysis to understand your circumstances and goals. We then match solutions to your specific needs, ranging from life cover and disability to devising and implementing a plan for retirement – including pension funds, retirement policies, equity, property and other relevant investments. Part of this long term journey includes taking care of your health cover.
Medical care is becoming increasingly complex and expensive. New legislation and product innovation means there are literally hundreds of medical aid plans available – varying greatly in terms of accessibility, cost, structure, cover and benefits. By understanding the intricacies of the industry, we will structure a plan that covers your needs without paying for any unnecessary features. We also help businesses manage their staff health cover benefits, balancing cost to company with a good quality of membership cover.