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Insurers and Investment Houses
Understanding that because we all strive toward our own versions of success, there is no one size fits all solution. Choosing the right partners is a critical component to the bespoke needs of our clients, allowing for a holistic approach to financial planning that is in-line with the objectives of the industry regulators, applied with the skill that upholds the integrity of the industry and protects the clients we serve.
Building long-term wealth for our clients
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Allan Gray is an industry leader Investment house celebrating over 50 years of high-yield long-term investing. A visionary institution who has consistently displayed notable returns over time through astute, skilled application of market observation and knowledge.
BrightRock
Capital Legacy
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Hollard
Hollard is the largest privately-owned insurance group in South Africa, with offices across the continent, insuring everything from life insurance to short-term cover, with a strong cell-captive structure for specialised insurance.
Liberty Life
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Pantheon
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Satisfaction Guarantee
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