Insure

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Invest

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Health

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Wellness

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Invest

Investment Advice - Local & Off-Shore

Lifestyle insurance brokers prides itself in providing its clients with calculated and prudent investment advice, as it is a key constituent to a successful portfolio. All investments are overseen and regulated by the constant consultation of the investment board to establish the best parameters of investment. Lifestyle insurance brokers recommends products that are registered with the Financial Services Board and are under no circumstances lured outside these parameters by the possibilities of excessive returns.

Our philosophy is based on the principle that a well diversified portfolio allocated across the available major asset classes, will yield an inflation beating return in the long term and will always consider, that it is within their risk parameters. We confidently deal with asset managers who hold long-term records of success and are transparent in their investment processes and ventures.

Lifestyle insurance brokers accessibility to a number of structured and guaranteed products are consistently been made available to meet our client’s specific needs.

Our Services

• Life, Disability, Severe Illness Protection
• Investments Planning
• Corporate and Employee Benefits Structuring
• Business Assurance
• Retirement Planning
• Income Protection (individual and business)
• Medical Aid

Other specialist services

• Financial Needs Analysis
• Estate Planning
• Portfolio Consolidation and Restructuring
• Debt Redemption
• Wills and Trusts Advisory Services
• Taxation Advisory Services

Contact Details

Cell: 082 374 3548

Tel no: 031 562 9957

Fax: 086 723 4822

satishsingh@telkomsa.net

Our Partners

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Our Partners

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