Business Financial Planning


  • Provident and Pension Funds
  • Provision Fund
  • Group Life and Disability Schemes
  • Short term Insurance (Personal and Commercial lines)
  • Medical Aid
  • Long and Short Term Investments
  • Partnerships / Key man Insurance
  • Buy and Sell Agreements
  • Payroll administration

While our core competency lies in financial planning services for businesses and individuals our desire to delight our customers has led us to facilitate and provide general financial services to our customers.

Target Market

Our Financial Planners are very selective and targeted in the customers we serve and the markets we operate in. This is enables us to be specialists and deliver effectively to our customers’ needs.

We focus on BEE Businesses, SMME’s, Parastatals and NGO’s.

Examples of some of the accounts we manage/d: Mafikeng City Council,Afrocentric (Jabu Stone), Construction Education Training Authority (CETA), Mogolola , Mokoka & Associates; SekelaXabiso Consulting, Brand South Africa, National Arts Council of SA ,Zerbatone Mine ( Pty) Ltd, Kupane Funerals,Big Six Atchar, Empangeni Transport Services (Pty) Ltd , Tribal Zone (Pty) Ltd and Machite Engineering (Pty) Ltd

Our Corporate Approach

Joint Ventures

Our quest to be one of the best financial planning companies requires us to enter into strategic alliances and joint ventures with professionals in the industry so that we can remain focused to service our clients.

Modern Information Technology

We use modern information technology to gather, process, store and communicate client data. We utilize software to achieve all this. To ensure our clients are well served we use the EnAct software to process the depth and coverage of our clients and to identify potential under servicing.


This allows us the capacity to use the best of breed training and systems developed by numerous companies and ensure the fastest and reliable skills and knowledge transfer without directly incurring the huge associated costs.