Hospital Plan & Gap Cover
I am able to review and advise on a wide and diverse range of comprehensive medical aid products. However, I only sell Hospital Plans and Gap Cover from the Prosperity Group. These plans range from cover for in-hospital treatments to gap cover that supplements your existing comprehensive medical aid plan.
Retirement Planning & Provision
One of your goals in life should be retiring with financial freedom and security through a financially comfortable and stress-free lifestyle. Retirement planning determines how you will live when you are older, when you no longer wish to work, or when you are unable to work.
Investments
Investing is a way to set aside money while you are busy with life and have that money work for you so that you can fully reap the rewards of your labour in the future.
Disability & Income Protection
If your income falls away due to a disability, how will you be able to provide for yourself or your family? Protecting your income in the event of a disability or illness should be your number one priority.
Life Cover
Life insurance can protect your family and dependants, settle debt, pay outstanding bonds and provide financial security when your loved ones need it most.
Estate Planning
Believe it or not, you have an estate. Estate planning helps ensure that your assets, liabilities and wishes are handled practically and responsibly.
Severe / Critical Illness Cover
Critical Illness cover pays a tax-free lump sum if you are diagnosed with a defined critical illness during the policy term.
Corporate Employee Benefits
Not only is an employee pension fund a great tool to use for staff retention, the costs involved in belonging to a group scheme are much lower than taking out individual investments and/or policies.
Business Assurance
Business assurance helps protect businesses, shareholders and key people from financial shocks caused by death, disability or illness.
Financial Wellness Workshops
Money plays a critical role in our lives. Financial wellness education can help employees and families make better decisions and reduce financial stress.
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