Our service offerings
Tax efficient investments
- Tax-free savings
- Retirement annuities
- Endowments
Retirement saving for neglected persons
- Domestic workers
- Farmworkers
- Small Businesses
Ensuring children’s wellbeing
- Saving for their education
- Protecting their future
Helping business owners leave a legacy
- Business ‘Wills’
- Insuring contingent liabilities
Insuring debt
- Mortgage bonds
- Business owner loans
Saving for a specific goal
Variety of solution funds to help you reach your long-term saving goals.
Risk cover for people who believe they cannot get cover
- People with diabetes or HIV-positive
- Students
- Housewives
Alternative investments
- Cryptos
- Private equity opportunities
Offshore investments
- For money leaving South Africa
- For offshore exposure but money comes back
Leaving a legacy
- Wills
- Trust funds
Short-term insurance
- Commercial
- Personal insurance
- PI-cover for professionals
Income generating investments
- Needing an income from your pension or other investments? We can assist
Market-tracking investments
- The whole range of ETFs including Satrix
Guaranteed investments
- Guaranteed capital
- Guaranteed income
Assisting employers to help their employees financially
- Personal loans for employees
- Credit repair for employees
- Retirement funds
- Group funeral cover
Medical expenses
- Cancer cover
- If you are the victim of a violent event (rape, gunshot, accident)
- Gap cover
- Discovery Health products
Second opinion
- Not sure about the advice you received from another adviser– we will give a second opinion.
Funeral cover
- For individuals
- For groups
- Employees