We offer independent structured investment planning and advice regarding the best investment vehicles on the market, assisting you to reach your dreams.
Invest in your future
There are literally hundreds of options when it comes to investing. Very often one forgets the complexity of these decisions and how many different things need to be taken into consideration when deciding on how to invest your money.
Before deciding on investing in anything, ask yourself these questions:
How stable is my income ?
When do I want to access the funds?
How long do i want to invest for?
Will it only be a lump sum or monthly contribution or both?
Where to invest, what funds, what vehicles ?
Once we’ve identified these requirements, we can start evaluating the underlying assets and asset classes, fund managers, fees and commissions and most importantly, expected return.
Our role is to guide you in the correct direction – when to roll, pitch, yaw or when to engage auto pilot. We do all the checks and calls, so you can enjoy the flight.
Investment areas covered:
Whatever your insurance needs as a pilot, we can help you.