Preserve plan protect your future

Financial Advisory

An in-depth analysis of your current financial situation and solutions to meet your current and future financial requirements.

Life & Serious Illness Cover

Advice on providing a lump sum for you and your family in the event of death or serious illness.

Income Protection

An income insurance that pays the bills in the event of you being unable to work due to illness or injury.

Retirement Planning

Personal and location, planning your retirement income and retirement income for your staff.

Business Protection

Ensuring business continuity in the event of death or illness, has your location made a will? Who will inherit your shares in the event of your untimely death or incapacitation?

Employee Benefits

Provide cost effective and attractive benefits for your employees.

Investments & Savings

Are you saving for your child’s start in life? Would you like to build a nest egg for the future?

Inheritance Tax Planning

Leave your money to the right people in your life – not just the taxman.

Mortgages

We will assist you in preparing your finances prior to seeking a mortgage.

Secure your financial future today, broaden your horizons

Testimonials

Chris provided me with enormous support while setting up my business. She continues to provide me with ongoing financial planning advice and she ensures that I am involved in planning for life’s financial ups and downs. I highly recommend Chris for all of your financial planning.

Chris started taking care of my personal and business financial planning requirements in 2013. I can honestly say that she has made the entire process a pleasure. I have found her to be honest, transparent and consistent in all of her dealings with me.