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Our combined activities in marketing and selling a specialist employee income protection insurance plan for groups of employees in occupations, which, due to the semi-hazardous nature of these occupations it is essential that the plan we market and sell is distinguished from other income protection plans which are available in the market place
Our methodology of financial planning
Outsource service provider in the field of management of buildings for others.
Outsource solutions and services for financial services industry participants including financial planners, financial advisers, dealer groups and organisations where these financial services professionals provide their services to
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Services and solutions are provided via human and computer resources and include but not limited to preparation and dissemination of statement of advice and record of advice
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implementing advice
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post-advice monitoring
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compliance
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provision of financial advice
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provision of robo advice
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administration of financial affairs
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advisory services relating to (financial) risk management
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advisory services relating to financial investment
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advisory services relating to financial matters
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advisory services relating to financial planning
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collection of financial information
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computerised financial services
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consultation services relating to financial matters
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consultations (financial)
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estimates for financial purposes
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financial advice
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financial advice relating to taxation
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financial advice relating to wills
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financial advisory services
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financial advisory services for companies
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financial advisory services for individuals
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financial advisory services relating to retirement plans
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financial advisory services relating to tax
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financial advisory services relating to taxation
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financial analysis
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financial assessments
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financial consultancy
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financial consultation services
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financial economic analysis
;
financial evaluations
;
financial information
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financial information services
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financial investment fund services
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financial investment management services
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financial management advisory services
;
financial market information services
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financial modelling services
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financial planning
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financial research financial risk
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management
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financial securities
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financial services
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financial strategy consultancy services
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financial valuation services
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monitoring of financial portfolios
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organising financial collections
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personal financial planning services
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preparation and analysis of financial reports
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preparation of financial analyses
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preparation of financial reports
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provision of financial information
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provision of information relating to financial services
;
risk management consultancy (financial)
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taxation financial consultancy services
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taxation financial planning services