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


Short-Term Insurance:

Financing and 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


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!