Products & Services

Our advisory process is relaxed and professional. You will not experience pressure or any kind of bullying. Our objective is to establish a long term relationship with you, centred around partnering with you to achieve your financial goals.

We put together a personalised financial strategy based on your stated objectives and taking into consideration a broad scope of financial planning expertise.

Because we are independent advisors, we are in a position to offer you the most appropriate product for each need.

Independent advisors are in a position to point out advantages and disadvantages of various products and allow you to choose the most suitable product. This means no pressure and also someone to offer objective advice instead of you having to evaluate products you have no experience with.

Advisory services:

Investment Planning
Retirement Planning
Estate Planning, Wills, Trusts

Products

Short-Term Insurance:

Motor Vehicle Insurance

Financing and Loans:

Motor Loans

Personal Risk Assurance:

Life Assurance
Disability Assurance & Income Protection
Dread Disease Assurance
Business Assurance Structures

Retirement Investment:

Retirement Annuities
Compulsory Life & Living Annuities
Preservation Funds
Specialist Annuities (smokers annuities & impaired life annuities)
Pension and Provident Funds

Other Investment:

Voluntary Annuities
Money Market Funds
Call Accounts & Fixed Deposit Accounts
Unit Trusts & Unit Trust Linked Products
Single Premium & Recurring Premium Endowments
Matured Endowments
Rental Property
Tank Containers
Currency Trading Funds
Participation Mortgage Bonds

Auxiliary Services through strategic partnerships:

Income Tax Returns
Company and Close Corporation Formation
Estate Planning and Trust Formation
Executorships
Accounting Services
Discretionary Fund Management
Stock Broking Services
Industrial/Commercial Building Loans
Residential Mortgage Bonds
Medical Schemes

Education

The Moneydoctor does group therapy too! Seminars and workshops are offered for groups ranging from 30 minutes to a whole day in length. Enquiries can be directed to: The Moneydoctor

We look forward to being a part of your future!