OUR
SERVICES

Our service offering has been divided into THREE main categories. Personal Financial planning, Product administration and Entrepreneurial Resources.

FINANCIAL AND ESTATE
PLANNING ADVISORY SERVICES

  • Financial management
  • Risk Planning
  • Health Planning
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Business Assurance<

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PRODUCT IMPLEMENTATION AND
ADMINISTRATION SERVICES

  • Product selection
  • Product implementation
  • Product administration
  • Product reviews, evolution and enhancement

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ENTREPRENEURIAL
RESOURCES

Consulting:

  • Leadership skills
  • Decision making Skills
  • Problem Solving
  • Strategy, business plans, business continuity and succession.
  • Finance, cash flows and leverage
  • Marketing and sales including marketing planning
  • Human Resource Incentive and retention schemes, management and administration
  • Information System solutions and management
  • Operations management, policies, processes and procedures
  • Black Economic Empowerment practical strategies

Entrepreneurial Development:-

  • Bespoke Training and Development.
  • Individualised Mentorship Programs

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OTHER PROFESSIONAL SERVICES

  • Accounting and Payroll Services
  • Comprehensive and tailored ICT Solutions
    • CRM (Customer Relationship Management)
    • ERM (Employee Relationship Management)
    • Integrated Communications solution
    • Digital Document management
    • Diary and Calendar
    • Customisation
    • Templates
    • Business Intelligence

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