investment

s

Services

we provide

We provide guidance on building a personal portfolio to reach your goals in the short term as well as long term, through Stepp, our brokerage that forms part of our group of companies. Risk analysis to determine the investment type that will suit you best.

WE HANDLE THE FOLLOWING:

WE offer

01

Unit trusts

02

Retirement annuities

03

Property investments

04

Money Market and cash investments

05

Offshore investment advice

Effective allocation of funds at retirement so that maximum benefit can be achieved.