Our Accreditation

Over the years and evolution in the financial services sector, we have ascertained that there is no single insurer that can claim to have the best solution for every product, every person and every need. This is simply borne out of the fact that each and every one of our needs is so unique. What we bring to the table is years of research, selection and partnership with insurers and investment fund managers across the spectrum – drawing from each of them and their product range the best products and combinations of products that perfectly fit each solution that we create and offer to our clients. We have accreditation from all the leading insurers and investment fund managers, across the entire spectrum of financial services. We have accreditation to market and offer the following:

Risk and Investment

Allan Gray
ABSA(Aims)
Altrisk/Hollard
Amnity Wealth
Brightrock
Coronation
Discovery Life
Discovery Invest
Discovery HPP
Fedgroup
FMI
Investec
Liberty Group
Marriott
Momentum
Nedgroup Invest
Old Mutual
Prudential
PSG
Resolution Life
Paramount Life
Prudential
Sanlam
Stanlib

Medical Aid and Gap Cover

Ambledown Financial Services 
Bestmed   
Bonitas   
Compcare   
Fedhealth   
Discovery Health   
Liberty Heath   
Medihelp   Fedhealth   
Discovery Health   
Medihelp   
Momentum Health
Sirago Underwriting Managers 
Stratum   
Turnberry   
Zestlife  

Short Term Insurance

Santam
Mutual & Federal   
Zurich/Bryte  
C -Sure   
Discovery Insure

Compliance Monitoring

Compliance monitoring and oversight is undertaken by an external, independent ,3rd party organisation – Simply Comply (Pty) Ltd. Simply Comply (Pty) Ltd is a compliance monitoring company, registered with the FSCA (Financial Sector Conduct Authority). They are located through out South-Africa and Ireland. (Pretoria, Johannesburg, Port Elizabeth and Mpumalanga). They ensure that we are kept compliant in accordance with the constantly changing legislation.