Services
We offer a wide range of services
Financial Planning
Deciding how best to manage your money and insure yourself against life's uncertainties can be daunting. With so many options available, how do you choose what's right for you? Our financial planning services help you to do exactly that. We consider your unique needs and work with you to identify and plan for your financial objectives. This includes investing to achieve your financial goals, insuring your everyday and specialist risks, optimally structuring your estate and implementing employee benefit solutions for your business. We have advisers who specialise in each of these disciplines.
Investments
We offer a comprehensive range of investment products, with a wide selection of underlying investment instruments for you to choose from.
Through our investment platform, you can invest in our multi-managed solutions, unit trusts from Liquid Asset Management, unit trusts from a wide range of other management companies and a broad selection of shares and other securities.
Unit Trusts
We manage a suite of rand-denominated local unit trusts. We also give you access to global markets through rand-denominated unit trusts that invest internationally, and foreign currency denominated global funds. This allows you to cater to your individual investment needs..
Stockbroking
Owning your own securities portfolio is like having your own managed fund: It is tailor-made to meet your needs. If you have the time and expertise to invest directly, you can do so via our online trading and investment platform. You can choose from a wide range of investment instruments to suit your risk profile and investment needs. You can consolidate these investments on one platform, with one login.
Personal short-term insurance
Our short-term insurance gives you access to car, household, and liability and accident cover from a range of leading insurance providers. We can also arrange top-up cover to boost your insurance benefits and offer an exclusive range of value-adding benefits through Liquid Assist.
Estate and Trust Services
Our comprehensive estate planning and fiduciary service allows you to manage the assets in your estate efficiently and to make sure that they are distributed according to your wishes when you pass away. We also assist in the administration of deceased estates.
Multi-Managements
Our multi-managed funds each combine top asset managers who are best placed to make your investment decisions for you. When you invest in one of these funds, you tap into the resources, skills and competencies of more than just one asset manager. All funds in both ranges have been designed around specific investment needs. We do your investment research for you, and can negotiate lower management fees on your behalf.
Commercial Short term insurance
Our commercial insurance solutions can help you to protect the successful running of your business. We offer a range of specialist insurance policies, to cater to the unique needs of specialised businesses.
Health care
We give you access to a variety of healthcare and medical aid options from a range of leading insurance providers. We can also arrange additional gap cover, to boost your healthcare benefits.
Employee Benefits
We offer a broad range of employee benefits to corporates, institutions and small and medium-sized enterprises (SMMEs). We can help you to make healthcare, retirement or risk benefits available to your staff, and can also help you to invest your business capital. We offer these benefits individually, or in combination.
Life Insurance
Risk cover protects you, your family and your dependents' financial security in the event of your death, disability or critical illness.
Institutional Portfolio Management
The disciplined and consistent application of our structured investment process, coupled with our 'risk first' philosophy and longer-term view, makes us an ideal partner for institutional investors. We understand that you're looking for superior long-term returns within a framework of capital risk commensurate with the fiduciary responsibilities of a retirement fund trustee board.
Wealth Platform
Each of our clients' wealth management needs are unique. We offer best-of-breed investment products that cater to a range of investor requirements: investing for retirement, saving for other goals and investing after retirement. To help you build a portfolio specifically suited to your needs, we also give you access to the widest choice of underlying investment instruments.
