INVESTMENT PLANNING
Not many people realise that the financial advice they receive about investing their savings has such an enormous impact on the value of their investments over the years. You can invest your savings in different asset classes including shares, bonds, cash, property and alternative investments.
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WELLNESS / VITALITY
We are dedicated to enriching all individuals we touch with total life prosperity. The true reward of life. We are committed to quality and excellence in the service we deliver. We embrace each individual’s unique journey to a healthier and wealthier life through top class expert advice Vitality can help you get healthier by giving you the knowledge, tools, personalised wellness programmes and motivation to improve your health.
FINANCIAL PLANNING
A Financial Needs Analysis will be completed to give you as valued client an overview of your Financial Status. This is a planning tool we use when planning for the following:
- Untimely death - Temporary or permanent disability - Severe illness - Functional or physical impairment - Retirement planning
SHORT TERM INSURANCE
Our goal is to give our clients peace of mind. We combine our passion for our clients with the most comprehensive product offerings & reputable services. We Specialise in Household, House Owners & Vehicle Insurance, Specialised Business Insurance, Engineering, Contractors all Risk & Plant all Risk Insurance, Specialised Fleet Management , Transport & Goods In Transit Insurance, Professional Indemnity for Doctors, Gynaecologist, Architect, Lawyers.
ESTATE PLANNING
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass to the beneficiaries. With our attooh! Legal team we offer trust and estate services, to meet your unique goals